海外研报

JPM_Telecom_Argentina_Fe_2024-09-25

Earlier today, Telecom Argentina held an Investor Day in New York, which we

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

SNB — Delivers a 25bp Cut and Adopts Easing Bias

BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent

GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region

Scheduled key data releases for the coming week in Asia ex-Japan include China

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10