海外研报

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively

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

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their

JPM_Equity_Strategy_Fadi_2024-09-30

Last week’s rally, induced by a fresh round of China stimulus, has arrested the

JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of

Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to