海外研报
筛选
1H/2Q-24 Earnings Tracker: Earnings Fail to Impress
More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents
海外研报
2024年07月27日
The Weekly Worldview: As the Dust Settles
As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline
海外研报
2024年08月20日
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
海外研报
2024年09月16日
UBS--Asian bonds
Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for
海外研报
2024年09月21日
China ramps up support
The main theme overnight was risk-on. All three major US stock
海外研报
2024年09月29日
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.
海外研报
2024年10月11日
GS--Russia: Inflation Declines Slightly Less than Expected
Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in
海外研报
2024年10月13日
