海外研报

BofA_Microsoft Corporation_20241017

Tone from the channel is inline or better

GS-- demand re-balance and debt resolution

MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on

China_aims_for_risk_reduction_in_housing_not_a_V_shape_rebound

The major takeaways from today’s press briefing by the Ministry of Housing

GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)

In recent research, we discussed the drivers of 30-year non-financial bond issuance,

GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)

On October 27, Uruguay will hold its general election and plebiscite on its pension

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election

While in our view the MXN is currently trading in its fair valuation range,

GS--Euro Area: Final Inflation Details Show Underlying Inflation Declining Marginally

BOTTOM LINE: The final release of Euro area inflation for September showed

GS--Slight improvement in production activity from August lows

Rural: Rural activity exhibited mixed signals in September — Tractor registrations n

GS-- Export Volume Remains on YoY Decline Since Early 2024

BOTTOM LINE: Export value growth slowed to -1.7% yoy in September, from