海外研报

UBS_US Economics Weekly Signal or noise_20241011

Economic Comment: signal or noiseDespite the stronger than expected core CPl print this week, market implied pricing

Mizuho China Weekly Outlook 033

Despite the absence of precise figures, the press conference held by China’s Ministry of Finance over the weekend

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)0002

Ahead of its upcoming earnings report and recent heightenedinvestor

GS--Assessing Hurricane Milton’s Impact on Housing and R&R Demand

homebuilders and building product companies within our coverage — we

GS--Weekly debt issuance, AUM, exchange traded derivative

Global debt issuance volumes increased 51% y/y for the week of 10/7/24, with 40%y/y growth

GS--reinstate VYX at Neutral

While the average payments company in our coverage was up 9% in 3Q, ourinvestor

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

GS--Declines in offline narrowed; Online growth largely maintained

1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing