海外研报

GS--KOSPI rebounded by 1% despite sustained semi weakness

KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,

Barclays_U.S. Equity Strategy Food for Thought- Value vs. Growth, Post-Rate

In past non-recessionary rate cutting cycles, median Valuereturns surpassed those of Growth immediately after the "first"

UBS--Chinese government bonds

The PBoC announced further measures to support the property

GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season

One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is

Not so different after all--Global Daily

They are not so different after all.” This weekend, the Chinese government’s press conference left