海外研报

UBS--Chinese equities003

As we await concrete details on fiscal support in the following

Citi - ASML Holding NV (ASML.AS)003

CITI’S TAKE ASML’s 2025 guidance changes raised many questions regarding the

Citi--Netflix, Inc (NFLX.O)

NFLX expects 2025 top line to grow 11% to 13%. Management noted continued

Commodities Weekly--China’s long on words but short of numbers

Global commodities: Commodities are struggling to find direction given the

DB--What do you want the Government to fix?

With the Government's inaugural Budget only two weeks away, market focus has

Interest Rates Daily

The ECB eased by 25bp in line with market expectations, increasing the

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

FX Weekly--USD continues to rebound ahead of US election

FX View: The USD is on course to advance for the third consecutive week. We

GS--Global Economics Wrap-Up: October 18, 2024

October central bank meetings in focus:

UBS--Global forecasts001

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,