海外研报
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GS-- Highlighting reasonably valued laggards in an expensive market
Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials
海外研报
2024年09月22日
GS FX Morning Notes: BoJ Exercises Patience
No major surprises as the BoJ kept rates on hold and left the tone of the language
海外研报
2024年09月22日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
海外研报
2024年09月22日
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
USB--Global forecasts
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.
海外研报
2024年09月22日
USB--Equities
Global equities are close to all-time highs, but volatility hasincreased amid growth, election, and central bank uncertainty.
海外研报
2024年09月22日
GS--Global Economics Wrap-Up: September 20, 2024
Dissecting the divergence in DM saving rates: o Headline saving rates across DMs have diverged recently: rising in most
海外研报
2024年09月22日
FXModelTrendStrategy_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月22日
GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower
Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
海外研报
2024年09月22日
GS--European September Flash PMI Preview
BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We
海外研报
2024年09月22日
