海外研报

JPM

future OFS order intake, in the context of increasing macro volatility and the execution of record backlogs, to

ME-cio-weekly-letter00052

cyclical bull market emerged on October 12, 2022. Since then, the S&P 500 has returned about

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

MS_Weekly Oil Stock Summary_20241017

Total oil inventories drew by 10.8 mln bbls last week. Crude

Press Conferences, Meetings and Summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a major

UBS--Attractive outlook for residential real estate

We expect diversified residential real estate

GS--Announces new product enhancements

On 10/16, Robinhood held their “Robinhood Presents: The Legend Awakens”, where

SocGen - FX View - ECB – all priced in but nowhere to go

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’

SocGen - Global Strategy Weekly - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

SocGen - On Our Minds - Activity data demand a rate cut, but headline inflation may get in the way

India’s headline inflation data for September, which surprised well to the upside, may