海外研报

GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)

The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new

Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly

GS--Europe Electrification | Retail

Europe Electrification – Draghi plan – Mr Mario Draghi recently presented a study he

BofA_Global Economic Weekly What happens in DC doesn’t stay in DC_20241018

What happens in DC doesn’t stay in DC

BofA_Meta Platforms Inc_20241022

Expect modest beat; cost focus can drive EPS upside