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Mizuho - US-Iran Slide Deck-103026

海外研报

Mizuho Japan Macro Might USD90 oil be the sweet spot for a BOJ rate hike

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MUFG US Inflation Update

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MUFG Central banks grapple with the return of stagflation risks

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MUFG FX Daily Snapshot Oil reseve release will help as focus shifts to inflation

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GS MORNING_ 1) Revised US Inflation_GDP_Fed Forecasts, 2) Upgraded Oil Forecast, 3) Europe Update 4) RBA March Hike and 5) FX Trader Call Takeaways

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GS Basics - Off Ramps. More Credit Concerns. Jet Fuel

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GS CONSUMER_ Zalando – Bull case finally coming through_ _ COGS inflation _ Kering _ Carlsberg _ Ferragamo _ Lindt _ Inditex

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GS Sales Trading_ Good Morning Mail 12.03.2026

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GS TMT INT'L _ OpenClaw Adoption + Asia Positioning Data

海外研报