海外研报

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has

GS--Q&A on Risks to Supply in the Middle East

Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views

SocGen - Market Wrap-up - Tail risks getting worse

Credit spreads still have room to rally, credit fundamentals remain robust and there

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…

jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More

McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional