海外研报

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events

UBS--European Contextual Diary

In this note we preview the coming week's corporate events

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

GS--Reiterate Buy on AirTAC as the structura

We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,

Precious Metals Trading Desk View

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

MS_Employment report preview_ Solid September_20240927

We forecast payrolls rose 160k, average hourly earnings rose

MS Tariffs - Global Economic and Strategy Implications

Tariffs: Global Economic and Strategy Implications

MS Sunday Start - Is Policy or Data More Important for Markets

Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see

MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data

The Fed delivered on what we thought was the best short-term