海外研报

SocGen - Multi Asset Portfolio - Cracks in US exceptionalism

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may

BofA_The RIC Report Between a stock and a hard place_20240917

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

FX Fair Value Update--USD long-term fair value recovers in Q224

The USD saw its long-term fair value increase across the board in Q224

Interest Rates Daily

The ECB eased by 25bp in line with market expectations, increasing the

GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance

We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,