海外研报

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o

GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY

August smartphone shipments in China were +18% YoY, leading to 8M24

Inflation-linked Focus

This morning, France’s inflation surprised strongly to the downside, with

SocGen - Credit Strategy Weekly - When is the market supposed to tighten

Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing