海外研报
筛选
GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)
The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that
海外研报
2024年09月22日
GS--European September Flash PMI Preview
BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We
海外研报
2024年09月22日
GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower
Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
海外研报
2024年09月22日
FXModelTrendStrategy_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月22日
GS--Global Economics Wrap-Up: September 20, 2024
Dissecting the divergence in DM saving rates: o Headline saving rates across DMs have diverged recently: rising in most
海外研报
2024年09月22日
USB--Equities
Global equities are close to all-time highs, but volatility hasincreased amid growth, election, and central bank uncertainty.
海外研报
2024年09月22日
USB--Global forecasts
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.
海外研报
2024年09月22日
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
海外研报
2024年09月22日
GS FX Morning Notes: BoJ Exercises Patience
No major surprises as the BoJ kept rates on hold and left the tone of the language
海外研报
2024年09月22日
