海外研报

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory

MS - As the Fed recalibrates, what does it mean in a global context

The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,

MS China Equity Strategy - Is A New Rally Beginning

What are the qualifications/criteria for investment entities

MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data

The Fed delivered on what we thought was the best short-term

MS Sunday Start - Is Policy or Data More Important for Markets

Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see

MS Tariffs - Global Economic and Strategy Implications

Tariffs: Global Economic and Strategy Implications

MS_Employment report preview_ Solid September_20240927

We forecast payrolls rose 160k, average hourly earnings rose

GS--Reiterate Buy on AirTAC as the structura

We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,

UBS--European Contextual Diary

In this note we preview the coming week's corporate events