海外研报

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)

GS--China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September

The NBS manufacturing PMI increased to 49.8 in September from 49.1 in August

GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting

The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press

DB_China Macro September PMI Charts_20240930

Looking ahead,the comprehensive stimulus package (see ournote ChinaMacro:How is This Time

Dutch pension reform update

Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of