海外研报

UBS--Chinese government bonds

The PBoC announced further measures to support the property

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

UBS House View

Rates to fall further

UBS--US Equity sector outlook003

US equities hit all-time highs following the Fed’s decision to cut

GS--US Week Ahead: September 30 – October 6

The key economic data releases this week are the JOLTS job openings report and

Asia FX Talk - Sharp moves in JPY and CNH

Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

BofA_China- An Equity Strategist’s Diary_20240930

Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single