海外研报
筛选
Albert Edwards - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月17日
Barclays_European Equity Strategy - What to buy in the UK_20241016
UK investment not straightforward. UK stock valuations still look depressed, and having been
海外研报
2024年10月17日
BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid
Expect meet/beat 3Q; Search likely stable, YouTube weak
海外研报
2024年10月17日
BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015
ASML cut showcases increasing divergence in semis
海外研报
2024年10月17日
GS-- Forecasting a 50bp Cut at the October BoC
BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,
海外研报
2024年10月17日
China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites
The last two years have seen China's leverage rise again. We estimate China's non-financial debt to
海外研报
2024年10月17日
UBS--States: Resilient strength - summary report
State credit quality is among the strongest sectors of
海外研报
2024年10月17日
Citi_Asia Open - Punched in the sentiment face
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年10月17日
UBS--Reimagining commodity investing
Commodities are an asset class with robust inflation-hedging potential.
海外研报
2024年10月17日
GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas
In this report, we highlight the key specification changes of Apple’s iPad mini new
海外研报
2024年10月17日
