海外研报
筛选
GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise
Global Metals & Mining Conference Takeaways: Commodity outlooks, growth
海外研报
2024年10月17日
GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)
through next year, as oil prices face two-sided US policy risks and likely OPEC
海外研报
2024年10月17日
GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas
In this report, we highlight the key specification changes of Apple’s iPad mini new
海外研报
2024年10月17日
UBS--Reimagining commodity investing
Commodities are an asset class with robust inflation-hedging potential.
海外研报
2024年10月17日
Citi_Asia Open - Punched in the sentiment face
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年10月17日
UBS--States: Resilient strength - summary report
State credit quality is among the strongest sectors of
海外研报
2024年10月17日
China Credit Conundrum_ Mapping China's Credit - Releveraging As Real Estate Downturn Bites
The last two years have seen China's leverage rise again. We estimate China's non-financial debt to
海外研报
2024年10月17日
GS-- Forecasting a 50bp Cut at the October BoC
BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,
海外研报
2024年10月17日
BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015
ASML cut showcases increasing divergence in semis
海外研报
2024年10月17日
