海外研报

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has

GS--Hong Kong: PMI rose slightly in September

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,

GS--NIFTY fell 4% w/w, amid SEBI derivatives announcements

Performance: NIFTY fell 4% w/w. Most sectors fell,

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively

Summary of the weekTOPIX: 2,694.07 (-1.7%) / NK225: 38,635.62 (-3.0%)

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their