海外研报
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MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917
The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-
海外研报
2024年09月23日
MS - Thematic Alpha - Thematic Thoughts & Best Ideas from the Industrials Conference_20240916
Tech Diffusion & AI. AI was discussed from both an adoption standpoint and as a driver of growth for companies with exposure to AI infrastructure.
海外研报
2024年09月23日
MS-- FOMC Reaction - September Meeting
• The FOMC lowered the fed funds rate by 50bp to 4.875%. The FOMC statement acknowledged further progress on inflation and risks to
海外研报
2024年09月23日
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02
It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报
2024年09月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23
The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月24日
Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923
CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower
海外研报
2024年09月24日
GS--Quick take: Trends show moderate upgrade in September
We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
海外研报
2024年09月24日
PreciousMetalsTradingDeskView_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年09月24日
