海外研报

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its

Commodities riding high on Chinese stimulus but is it enough?

Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and

NY Open - Adrenaline rush

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR

GS--Ongoing strength in Datacenters, stabilization in Towers

Overview: We believe investors are long datacenters (hyperscalers still strong)

Asia Insights

On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September

Ishiba has won the LDP presidency

Ishiba will be slightly hawkish about monetary policy, but the sharp JPY

GS--Aerospace in Pictures: September 2024

Aerospace in Pictures aims to provide the Aerospace