海外研报

DB_September FOMC preview- How deep is your dove_20240918

We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively

Summary of the weekTOPIX: 2,694.07 (-1.7%) / NK225: 38,635.62 (-3.0%)

GS--Focus on 3Q24 results for potential earnings revisions

As discussed in our prior report (Sept 23), we believed market expectations for the

UBS_China Economic Perspective_Key Takeaway from China's MoF Press Conference_20241013

For the remainder of 2024, in addition to the RMB 400 bn in new bond financing andaccelerated use of the existing RMB 2.3

UBS--Range-trading continues

Despite an undersupplied market, platinum keeps range-trading as

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the