海外研报

Barclays_European Equity Strategy - What to buy in the UK_20241016

UK investment not straightforward. UK stock valuations still look depressed, and having been

UBS--Weekly - Regional View UK_en_1625627

The next round of central bank meetings begin this week. On Thursday,

Albert Edwards - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

USD climbing up the positioning ranks once again

At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well

GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below

GS--Investor feedback following NatWest and Lloyds initiations

On October 4, we outlined our thesis that the UK banks are at a key turning point,

The French budget for 2025_ ambitiously unrealistic

France faces its biggest public deficit issue for decades, with its deficit

GS--Thailand: BoT Surprises with a 25bp Cut at October meeting

The Bank of Thailand (BoT) MPC committee voted 5 to 2 to cut the policy rate by n

tactical-flow-en-emea-pc-brochure

Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the

SocGen_On Our Minds US elections approaching and race tightens_20241014

The US elections are scheduled to take place on November 5. The most recent polls