海外研报

A bumpy road into the unknown, an elegy

The unprecedented developments surrounding the US general elections have dominated the headlines as the outcome will largely define the US economic, fiscal and

FOMC – Heavy thumb on September scale

EventThere was very little expectation of a monetary policy move, and today’s FOMC justified this expectation. As the press conference went on, Fed Chair Powell gave

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium

GS-- Forecasting a 50bp Cut at the October BoC

BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,

GS--Boeing Co. (BA): 3Q24 First Take: In-line with pre-announcement, new CEO lays out path forward

Bottom line: BA 3Q24 results are in-line with preliminary results from October 11.