海外研报
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BofA_Global Economic Weekly Is China turning the tide_20240927
Global Letter: Is China turning the tide?On Tuesday, the PBoC and other Chinese authorities jointly announced a package of
海外研报
2024年09月29日
BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927
Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP
海外研报
2024年09月29日
GS--Results in line with trading update and re-confirmed
Ceres reported 1H24 results this morning (September 27), with total revenue and
海外研报
2024年09月29日
China ramps up support
The main theme overnight was risk-on. All three major US stock
海外研报
2024年09月29日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
海外研报
2024年09月29日
GS--China’s stimulus and European equities
China announced a combination of easing measures this
海外研报
2024年09月29日
Gavekal_Stimulus And Confidence In China_20240926
Party told citizens that China would soon outproduce Britain in steel and the
海外研报
2024年09月29日
