海外研报

GS--China’s stimulus and European equities

China announced a combination of easing measures this

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and

Commodities riding high on Chinese stimulus but is it enough?

Global commodities: The constructive mood music in the commodities complex continues. On 24 September, the People’s Bank of China (PBoC), the National .

GS--Commerzbank AG (CBKG.DE): Confirms strategy with upgraded targets

Commerzbank has today (September 26) released a presentation confirming its

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.

GS--Ongoing strength in Datacenters, stabilization in Towers

Overview: We believe investors are long datacenters (hyperscalers still strong)

NY Open - Adrenaline rush

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR

Barclays_Americas Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on