海外研报

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,

CrossAssetWeekly--China leaves little doubt about its growth target

This week, Chinese authorities announced a broad selection of stimulus measures to support

Daily Tech Index--Equity Trading | 27 September 2024

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking

We have just returned from marketing in the UK between 23rd and 27th September.

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,

GS--Greater China Semis: August: IC production +18% YoY

August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba

The Kishida administration inherited and developed Abenomics (bold

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory

FX Weekly--Like bulls in a China shop

Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been