海外研报

GS--Drawdown Risk | EU REITs | Transport Chartbook |

Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While

UBS--Asian bonds

Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for

China ramps up support

The main theme overnight was risk-on. All three major US stock

CommerzBank--Stocks rebounded

Our model for PBoC's USD-CNY mid-point fix for today, 9 October 2024, is 7.0559 vs themid-point of 7.0709 on 8 October 2024.

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in

GS--Week of October 6: Weekly Scale Moves Up Despite Rise in Rates

Weekly Scale Reflects Higher Home

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage