海外研报

UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916

EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland

USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.

All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a

GS--REIT valuations show upside opportunities remain

In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk

GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA

In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight

GS--How Global Economic News Affects AEJ Financial Markets01

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

Barclays_Global Macro Thoughts A borderline decision_20240923

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important

Barclays_Tesla, Inc_20240923

Decomposing 3Q24 deliveries:Healthy result to avoid negative