海外研报

SocGen_Market Wrap-up Uniform performance is unlikely to last_20240924

Since the early August sell-off, we’ve seen financials outperform non-financials. However, since the weakness recorded two weeks ago, the market has seen all

GS--USA: New Home Sales Decline by Somewhat Less Than Expected

BOTTOM LINE: New home sales declined by somewhat less than expected in

GS--Events that will Drive a Seasonal Increase in Volatility

Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.

Four influential changes from the jointed press conference

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