海外研报

DB - China Macro - How is this time different_20240930

Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

Barclays_European Equity Strategy - What to buy in the UK_20241016

UK investment not straightforward. UK stock valuations still look depressed, and having been