海外研报

GS--Trade growth peak; East Coast strike risk; Airline fares

Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the

GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe

Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for

FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its