海外研报

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030

Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led

USB--Investing in emerging markets

Investing in emerging marketsThis report has been prepared by UBS AG

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty

JPM_Interntational Market Intell Morning Briefing_20240927

OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX

UBS House View

Rates to fall further

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

SocGen_Fixed Income Special Rates forecasts_20240927

securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or