海外研报

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),

BofA_FX Viewpoint Risk Managing the USD_20240926

• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a

JPM - Meta- All or Nothing... Connect 2024 Thoughts and Laterals_20240925

Launch of the Quest 3S at $299.1.2. Launching Llama 3.2, its first model capable of processing images.

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

NY Open - Adrenaline rush

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR