海外研报

UBS--全球预测

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and

GS--UniCredit (CRDI.MI): Announcement of acquisition of 9% stake in Commerzbank

UniCredit has today (11 September) announced that it has acquired a c.9% stake inCommerzbank, out of which 4.49% has been acquired in an accelerated book

MS--The worst thing to happen to cats since dogs

The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.

GS--The 720: China’s Capacity, China+ Conference Takeaways

China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The