海外研报

GS--Global Rates Notes: 4Q24 Treasury Refunding Preview

Our projected deficit path suggests modest downside risks to Treasury’s n

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find

UBS--Hong Kong banks: Navigating challenges in HK's CRE market

1H24 net profits decline: Hong Kong banks' net

Jefferies--Back to Autos in Q3

"We, Robot" mostly fell flat. Without much indication of progress on either

BofA--3Q Heads Up: AT&T reporting tomorrow

Momentum in core wireless and broadband segments

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage