海外研报

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

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,