海外研报

Nothing to Say versus Nothing New to Say

We’ve said and done a lot of things in the past week or two that I want to highlight, and I don’t

MS_The Weekly Worldview- Hopscotch_20241014

A few months ago we published Divergent, convergent...it's about time, where we

JPM_G10FX_20241014

You can almost feel the market energy dwinding by the day as the Us data passes without huge implicaion for policy and now

GS-- Iberdrola 9M operating data: output down by 1.2% yoy

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,

GS--From rates to growth - pro-risk with hedges into year-end

After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n

GS--Global Weekly Kickstart Global equities up 0.6%, China underperforms

Global equities gained 0.6% last week (Exhibit 1), China

GS-Global Strategy Views Diversify to Amplify

We are entering a more benign part of the cycle with a continuation of economic n

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

Citi Rates Strategy - Rates back to more normal levels

Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies

Greater China Insight

On Saturday, China’s Finance Minister, Lan Fo’an, outlined the fiscal measure