海外研报

UBS_China Economic Perspective_Key Takeaway from China's MoF Press Conference_20241013

For the remainder of 2024, in addition to the RMB 400 bn in new bond financing andaccelerated use of the existing RMB 2.3

UBS--Locking in attractive bond yields003

Locking in attractive bond yields

JPM_G10FX_20241014

You can almost feel the market energy dwinding by the day as the Us data passes without huge implicaion for policy and now

MS_The Weekly Worldview- Hopscotch_20241014

A few months ago we published Divergent, convergent...it's about time, where we

GS--Sponsor Activity Barometer Issue #33

We update our Sponsor Activity Barometer for the latest weekly datapoints (as

GS--US Autos & Industrial Tech 3Q24 earnings preview

We expect positive results and guidance this quarter from select companies with

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and