海外研报

GS--Results in line with trading update and re-confirmed

Ceres reported 1H24 results this morning (September 27), with total revenue and

The Gathering Storms

Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on

BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927

Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September

BofA_Global Economic Weekly Is China turning the tide_20240927

Global Letter: Is China turning the tide?On Tuesday, the PBoC and other Chinese authorities jointly announced a package of

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

BofA_Europe Economic Weekly Back to the policy mix_20240927

Weekly view: All about the policy mix

BofA_Automotive Industry Weekly automotive pit stop_20240927

We believe the accompanying valuation framework is one of the most important

SocGen_Fixed Income Special Rates forecasts_20240927

securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or

BofA_Asia Economic Weekly Singapore – MAS Preview_

This week in focusIt has been an eventful week in the region, after China saw a slew of monetary and