海外研报

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update001

The MXAPJ Index dropped 0.5% today. Australia and Taiwan markets outperformed,

GS--Checking in on softlines ahead of 3Q earnings;

Remain cautiously optimistic but expect volatility through 2H: We have

What drives US voters?--US special

We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of

JPM_US Market Intell Afternoon Briefing_20241021

SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to £1.0015,

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,

GS--Global Rates Notes: 4Q24 Treasury Refunding Preview

Our projected deficit path suggests modest downside risks to Treasury’s n