海外研报
筛选
Barclays - Hermes - Setting the Agenda_20241017
We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes
海外研报
2024年10月18日
Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017
We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely
海外研报
2024年10月18日
GS-- demand re-balance and debt resolution
MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on
海外研报
2024年10月18日
China_aims_for_risk_reduction_in_housing_not_a_V_shape_rebound
The major takeaways from today’s press briefing by the Ministry of Housing
海外研报
2024年10月18日
GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)
In recent research, we discussed the drivers of 30-year non-financial bond issuance,
海外研报
2024年10月18日
GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)
On October 27, Uruguay will hold its general election and plebiscite on its pension
海外研报
2024年10月18日
GS--ECB—Cuts 25bp and Leaves Guidance Unchanged
BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.
海外研报
2024年10月18日
EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election
While in our view the MXN is currently trading in its fair valuation range,
海外研报
2024年10月18日
GS--Euro Area: Final Inflation Details Show Underlying Inflation Declining Marginally
BOTTOM LINE: The final release of Euro area inflation for September showed
海外研报
2024年10月18日
