海外研报

TECHNICAL ANALYSIS--2y UST, 10y UST, 10y Bund, Canada 10y,

2y UST defended the lower limit of its range since last year at 3.55%/3.51% resulting in a steady rebound. The move has

UK Budget preview: Creativity versus stability

The first Labour Budget in 15 years looks hugely significant for the UK

Albert Edwards - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

Barclays_European Equity Strategy - What to buy in the UK_20241016

UK investment not straightforward. UK stock valuations still look depressed, and having been

BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid

Expect meet/beat 3Q; Search likely stable, YouTube weak

BofA_ASML Holding N.V_20241016

Sobering update; cutting ests; PO cut to €870; Buy

BofA_US Semiconductors ASML implications- step back for semicaps, AI still strong_20241015

ASML cut showcases increasing divergence in semis