海外研报
筛选
BofA_Global Earnings Revision Ratio Cautionary tone_20240930
Global Earnings Revision Ratio retreated in September
海外研报
2024年10月02日
FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit
The views expressed in this report accurately reflect the personal views of the undersigned
海外研报
2024年10月02日
MS - Sunday Start - Hopeful but Not Yet Confident_20241006
For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报
2024年10月07日
MS_China's Deflationary Spillovers_20240708
Deflation in China is spilling over into the US and euro area via
海外研报
2024年10月07日
GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends
The September employment report reset the labor market narrative. Strong
海外研报
2024年10月07日
GS--Asia-Pacific Portfolio Strategy China changes the game
We raise China to overweight and increase our MXAPJ index target on higher
海外研报
2024年10月08日
GS--China’s markets continued to rally (MXCN +11%, MXHK +7%
MXAPJ gained 1%, driven by continued rallies in China
海外研报
2024年10月08日
UBS--CIO Active Commodity Strategy
We remain positive on commodities over the medium
海外研报
2024年10月08日
GS--Large foreign selling led by Taiwan; HF China exposure back to median
Foreign (FII) flows / positioning
海外研报
2024年10月08日
UBS--Emerging market equities
We rate emerging market stocks as Neutral in our global equity
海外研报
2024年10月08日
