海外研报

MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

GS-- Laopu Gold initiation

China Banks - Possible implications of reported Rmb 1tn capital injection. The

GS-- Added Volatility or Fundamental Opportunity?

Investors aiming to generate attractive volatility-adjusted returns, are faced

War, Inflation, and the Neutral Rate

The probability that we see oil production targeted as part of the escalating fighting in the

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to

GS--Boeing Co. (BA): September aircraft order & delivery report01

Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)