海外研报

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 Tariffs - Global Economic and Strategy Implications

Tariffs: Global Economic and Strategy Implications

MS_Employment report preview_ Solid September_20240927

We forecast payrolls rose 160k, average hourly earnings rose

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,

UBS--European Contextual Diary

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

UBS--The next surprise?

In the first three quarters, including the month of September, market

GS--earnings revision post CMD

Strong life premium increase ahead of guarantee reduction in China

BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930

Mfg. PMI improved sequentially; services PMI dropped

BofA_Stock Flash Bullish BWXT, ORLY, UNH and VZ. Bearish MFIC and NVO_20240927

BWX Technologies (BWXT): Bullish triangle targets 125

GS--China: Caixin services PMI fell in September

The Caixin China General Services Business Activity Index (headline services PMI)