海外研报

GS--Call buying in stocks with short-squeeze potential

Over the past week, we have seen a significant rally in stocks that were heavily

GD--COOLING SERVICES INFLATION BRINGS BOE EASING CYCLE CLOSER

Disinflation gathered pace in September, clearing the path for a monetary easing cycle to kick in. Annual headline

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

GD--SPENDING CUTS TAKE CENTRE STAGE

The Finance Ministry is preparing to present a broad proposal for spending cuts

NDR--After reversals in dollar and yields, gold unyielding

Now that we’ve closed out our bearish dollar

GS--Americas Retail: Retail sales accelerate in September

Headline retail sales were +0.4% sequentially in September, below GS estimate n

GS--Americas Technology: Internet: Thoughts on UBER-EXPE Merger Press Reports

According to press reports (link), UBER has explored making an offer for EXPE in the

Asia Open - Pleasant surprise

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

Barclays - Hermes - Setting the Agenda_20241017

We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes

Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017

We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely