海外研报
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Macro & Strategy Flash
The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
海外研报
2024年09月13日
US Equity Strategy | North America Vintage Values 2025
Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the
海外研报
2024年09月13日
GS--Nokia (NOKIA.HE): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Marco Wiren, CFO, and David Mulholland (Head of InvestorRelations), and Thomas Bevilacqua (Investor Relations) at Nokia at the
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2024年09月13日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年09月13日
USD Rates Chart Pack
Relative value models and analysis◼ This weekly publication updates US rates relative value models and
海外研报
2024年09月13日
Commodity Special
As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment
海外研报
2024年09月13日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways
Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology
海外研报
2024年09月13日
Where are the opportunities in private credit? UBS House View Briefcase
Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,
海外研报
2024年09月13日
FX Fair Value Update
The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the
海外研报
2024年09月13日
