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Press conferences, meetings and summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a
海外研报

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by
海外研报

SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报

SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017

As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报

SocGen_The Systematic Investor Report What the FX factors are telling us about

Currencies remain very data driven in the current environment. The US dollar has
海外研报

GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,
海外研报

GS-- TP up to NT$1,320 (NT$1,270)

Strength from AI continues to lead the growth
海外研报

UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,
海外研报

GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)
海外研报

GS--USA_ Housing Starts in Line With Expectations(1)

BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with
海外研报