海外研报
筛选
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
Weekly commentary
Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报
2024年09月24日
USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
海外研报
2024年09月24日
UBS--"Have lunch or be lunch" – Europe must act
Mario Draghi's attention-grabbing plea for a revitalization of EU
海外研报
2024年09月24日
GS--Gaming What the latest state data tells us about US gaming
We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
海外研报
2024年09月24日
UBS--Preparing portfolios for the fourth quarter Weekly Global
Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
海外研报
2024年09月24日
FXModelTrendStrategy_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月24日
US_Pulse_Fed_starts_easing_cycle__1
The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
海外研报
2024年09月24日
FX Weekly--Muted USD reaction as Fed easing begins
FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
海外研报
2024年09月24日
top-three-trends-and-challenges-affecting-the-life-sciences-industry
Over the last 24 months, the biotech market has been varied with excitement due to the secular
海外研报
2024年09月24日
