海外研报

Riksbank — 25bp Cut and Dovish Guidance; We Now See 3 More Cuts in 2024

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to 3.5%today, in line with our and consensus expectations. The Executive Board signalled

US Weekly Kickstart

This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q

French politics: seeking a prime minister

French President Emmanuel Macron started discussions with the different political parties at the end of last week with the goal of

UBS - The Week Ahead

In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3