海外研报

Quicker labour market cooling could mean more aggressive Fed

A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).

European Banks How Far Can Banks Fall?

CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a

GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta

SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic