海外研报
筛选
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
海外研报
2024年09月24日
Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923
CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower
海外研报
2024年09月24日
GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews
In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
海外研报
2024年09月24日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
Cheatsheet - G10 & EM Week Ahead_ The party continues
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年09月24日
SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise
The surprise move by the Fed implies a high level of confidence that inflation is on track to
海外研报
2024年09月24日
SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist
Following a similar move in June, the CBC announced a 25bp increase in the required
海外研报
2024年09月24日
SocGen - On Our Minds - BoJ’s next rate hike depends on fate of US economy
The BoJ kept its policy rate at 0.25% today. At the press conference, in relation to the
海外研报
2024年09月24日
SocGen - Fixed Income Weekly - Soft landing vibes
The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
海外研报
2024年09月24日
SocGen - Fixed Income Special - Convergence in sovereign greeniums
The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
海外研报
2024年09月24日
