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UBS--USDCNY: Driven by hope and flows, but US election remains a risk

We cut our USDCNY target to 7.2 (from 7.3) for December 2024,
海外研报

GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM

The main story line from the August personal income and spending data is, assuming payroll
海外研报

GS--US Week Ahead: September 30 – October 6

The key economic data releases this week are the JOLTS job openings report and
海外研报

GD--BEIJING’S RALLY003

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报

UBS--US Equity sector outlook003

US equities hit all-time highs following the Fed’s decision to cut
海外研报

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o
海外研报

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events
海外研报

UBS--European Contextual Diary

In this note we preview the coming week's corporate events
海外研报

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was
海外研报

GS--Reiterate Buy on AirTAC as the structura

We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,
海外研报