海外研报

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

GS--Greater China Semis: August: IC production +18% YoY

August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,

GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking

We have just returned from marketing in the UK between 23rd and 27th September.

Daily Tech Index--Equity Trading | 27 September 2024

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

CrossAssetWeekly--China leaves little doubt about its growth target

This week, Chinese authorities announced a broad selection of stimulus measures to support

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,

Citi_US Economics Weekly_20240927

Risks to the outlook for Fed policy remain asymmetrically dovish and we

Cheatsheet - G10 & EM Week Ahead_ Say cheese

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

BofA Hartnett Flow Show - Top of the world

Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,