海外研报

Interest Rates Daily

The ECB eased by 25bp in line with market expectations, increasing the

DB--What do you want the Government to fix?

With the Government's inaugural Budget only two weeks away, market focus has

Commodities Weekly--China’s long on words but short of numbers

Global commodities: Commodities are struggling to find direction given the

Citi--Netflix, Inc (NFLX.O)

NFLX expects 2025 top line to grow 11% to 13%. Management noted continued

Citi - ASML Holding NV (ASML.AS)003

CITI’S TAKE ASML’s 2025 guidance changes raised many questions regarding the

UBS--Chinese equities003

As we await concrete details on fiscal support in the following

China_s_momentum_boosted_by_manufacturing

China’s Q3 GDP rose by 4.6% y/y, beating the market expectation of 4.5%

GS--China: September activity data beat low expectations – First Take

China’s September activity data broadly beat low expectations, taking Q3 GDP

China_ growth will likely rebound in Q4 after better-than-expected Q3_September data

China’s Q3 GDP growth and September domestic activity indicators all

GS--China_ 70-city average property price decline accelerated in September

The National Bureau of Statistics’ 70-city house price data suggests the weighted