海外研报

GS--Global: GS Economic Indicators Update: Spain and UK CAI Continue to Outperform

Please find an update of our proprietary global economic indicators below. The data

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional

UBS--Why senior loans can deliver attractive returns amid falling interest rates

Given evidence of continued economic resilience and

FX Model Trend & Strategy02

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

DB--Thematic Research

Despite growing geopolitical risks, which have pushed oil prices to their biggest

DB CoTD: The payroll cat amongst the pigeons

Good afternoon from Berlin! On the other side of the Atlantic, the shock

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to