海外研报

GS--Commerzbank AG (CBKG.DE): Announces leadership change

Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the

China: PBoC provides some pre-Golden week cheer

 The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet

Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO

Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,

BofA_Global Focus Point First cut_ Boost or Bust_20240925

It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical

Barclays_European Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_Americas Small Cap Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_Americas Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

GS--Asia Views: The Fed opens the door, and the PBOC walks through

1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double

Global Strategy Weekly

I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.

A Fresh Coat Of Paint01

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar