海外研报

UBS--Opportunities in currencies and commodities

• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with

JPM_Japan - BoJ on Track_20240920

The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with

GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10