海外研报
筛选
MS - As the Fed recalibrates, what does it mean in a global context
The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,
海外研报
2024年10月01日
MS China Equity Strategy - Is A New Rally Beginning
What are the qualifications/criteria for investment entities
海外研报
2024年10月01日
MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data
The Fed delivered on what we thought was the best short-term
海外研报
2024年10月01日
MS Sunday Start - Is Policy or Data More Important for Markets
Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see
海外研报
2024年10月01日
MS Tariffs - Global Economic and Strategy Implications
Tariffs: Global Economic and Strategy Implications
海外研报
2024年10月01日
MS_Employment report preview_ Solid September_20240927
We forecast payrolls rose 160k, average hourly earnings rose
海外研报
2024年10月01日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年10月01日
GS--Reiterate Buy on AirTAC as the structura
We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,
海外研报
2024年10月01日
The Emperor’s New Clothes
The “big” news on the week, at least the news that seemed to move markets the most, was
海外研报
2024年10月01日
UBS--European Contextual Diary
In this note we preview the coming week's corporate events
海外研报
2024年10月01日