海外研报

GS-- Export Volume Remains on YoY Decline Since Early 2024

BOTTOM LINE: Export value growth slowed to -1.7% yoy in September, from

GS--Slight improvement in production activity from August lows

Rural: Rural activity exhibited mixed signals in September — Tractor registrations n

GS--Euro Area: Final Inflation Details Show Underlying Inflation Declining Marginally

BOTTOM LINE: The final release of Euro area inflation for September showed

EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election

While in our view the MXN is currently trading in its fair valuation range,

US Election – What you need to know

Trump: 2025 will look a lot different to 2017 if Trump were to win, with tariffs on the agenda a lot faster than it took

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

UBS wealth way 2024 - alt cover

Investing is a deeply personal undertaking, which is why we always start with a discussion

GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)

On October 27, Uruguay will hold its general election and plebiscite on its pension

UBS International Pension Gap Index_en_1625791

Demographic change is a pressing issue. While the good news is that we tend to

GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)

In recent research, we discussed the drivers of 30-year non-financial bond issuance,