海外研报

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor

US equities were slightly net sold on the week, as large selling last Friday (options expiry/index

China ramps up support

The main theme overnight was risk-on. All three major US stock

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

GS--How do UK equities perform when the Pound rises?

Riding risk. The BoE kept rates on hold and sent a slightly

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU

We close our recommendation to buy META calls. We close our 18-Sep, 2024

GS--Results in line with trading update and re-confirmed

Ceres reported 1H24 results this morning (September 27), with total revenue and

The Gathering Storms

Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on

BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927

Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP