海外研报

DB--Insights from 2024 DB Software Tour

We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker

Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound

Global commodities: Seldom has the degree of uncertainties surrounding the oil

GS--Possible implications of reported Rmb 1tn capital injection; PAB down to Neutral

. Possible use cases for a potential 1tn capital top up: As we believe the banks

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

BofA_US Rental Car Industry Rental Car 3Q Preview- Tapping on the brakes

3Q:24 earnings preview for US Rental Car sector

BofA_US Economic Weekly The economics of hurricanes_20241011

Weekly viewpoint: The economics of hurricanesHurricanes Helene and Milton have sparked several investor questions in recent weeks.