海外研报

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SNB — Delivers a 25bp Cut and Adopts Easing Bias

BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%

NY Open - Adrenaline rush

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

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

GS--Events that will Drive a Seasonal Increase in Volatility

Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of

GS--USA: New Home Sales Decline by Somewhat Less Than Expected

BOTTOM LINE: New home sales declined by somewhat less than expected in