海外研报

UBS--Chinese government bonds

The PBoC announced further measures to support the property

What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

UBS--Get Ready – for interest rates, elections, and volatility

he US presidential election and tensions in the Middle East can lead to

GS--China_ Industrial profits fell sequentially in August(1)

China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second

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