海外研报
筛选
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
China_ The Politburo sent clear (and louder) easing signals
top leadership showed increased concerns on growth headwinds, pledged to launch
海外研报
2024年09月29日
UBS--Get Ready – for interest rates, elections, and volatility
he US presidential election and tensions in the Middle East can lead to
海外研报
2024年09月29日
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
海外研报
2024年09月29日
GS--Saving Rate Revised Up to
BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second
海外研报
2024年09月29日
China Spirits Tracker_ Valuations sensitive to policy moves while
We observed unexciting spirits retail sales performance in Mid-Autumn Festival and
海外研报
2024年09月29日
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
海外研报
2024年09月29日
China ramps up support
The main theme overnight was risk-on. All three major US stock
海外研报
2024年09月29日
GS--US Weekly Kickstart03
Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.
海外研报
2024年09月29日
