海外研报
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All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月24日
Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02
It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报
2024年09月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23
The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月24日
Barclays_Tesla, Inc_20240923
Decomposing 3Q24 deliveries:Healthy result to avoid negative
海外研报
2024年09月24日
Cheatsheet - G10 & EM Week Ahead_ The party continues
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年09月24日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields
Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报
2024年09月24日
JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923
• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
海外研报
2024年09月24日
SocGen - Fixed Income Weekly - Soft landing vibes
The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
海外研报
2024年09月24日
GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews
In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
海外研报
2024年09月24日
