海外研报

Weekly commentary

Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.

A Fresh Coat Of Paint

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar

GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,

step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the

Barclays_Americas Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its

Commodities riding high on Chinese stimulus but is it enough?

Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and