海外研报

GD--BUT DON'T GET TOO USED TO A CUT PER MEETING

Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

Barclays--Debate likely to shift to revenue levers

Margins better vs expectations but the rest of KPIs and guidance were in line: The

Barclays_Americas Small Cap Research Summary_20241018

This summary is compiled from research reports previously published by Barclays Equity

BMO--Effectively Executing as Ad Monetization Thesis Remains Intact

We reiterate Outperform and raise our target price to $825 from $770 on the

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the

The W&W Indicator falls to marginally bullish in Jun

Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun

GS--China: Tourism data showed largely stable momentum during the National Day Golden Week

Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with

US Macro Weekly--Jobs report in the spotlight

Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,