海外研报

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

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September

BofA_Global Economic Weekly Is China turning the tide_20240927

Global Letter: Is China turning the tide?On Tuesday, the PBoC and other Chinese authorities jointly announced a package of

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday