海外研报

GS-- Laopu Gold initiation

China Banks - Possible implications of reported Rmb 1tn capital injection. The

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%

SocGen - Albert Edwards - We’ll keep trying to look beneath

The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to

RABOBANK--New deal? Big deal

The UK Labour government pledged to introduce its “new deal” for workers within 100 days of

MS--Global Macro Commentary | Global October 9

FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead