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GS Japan_ Oct-Dec MOF Corporate Statistics_ Seasonally Adjusted Recurring Profits Rise to Record Level

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CACIB_Rates Focus Inflation concerns outweigh haven demand-20260303

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Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
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From the Global Director of Research | North America

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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GS Mexico_ Higher Than Expected Feb Inflation Print Driven by the Non-Core Component (Ramos)

海外研报

BOFA--全球外汇周刊 在不确定的世界中消除限制的艺术

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SocGen - Commodity Compass Analytics - Oil blows through $100 bbl as risk intensifies —geopolitical risk premia spikes to highest level on record

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Robust headline growth with underlying weakness

Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
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MS-How_will_the_oil_disruption_matter_for_consumer_spending？

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Navigating 2025 AI cloud investment

The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报