海外研报

UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel

GS--Call buying in stocks with short-squeeze potential

Over the past week, we have seen a significant rally in stocks that were heavily

GD--COOLING SERVICES INFLATION BRINGS BOE EASING CYCLE CLOSER

Disinflation gathered pace in September, clearing the path for a monetary easing cycle to kick in. Annual headline

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

GD--SPENDING CUTS TAKE CENTRE STAGE

The Finance Ministry is preparing to present a broad proposal for spending cuts

NDR--After reversals in dollar and yields, gold unyielding

Now that we’ve closed out our bearish dollar