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GS China Consumer Staples Cost Index Tracker_ Feb 2026_ PET cost the key focus now, up 26__12_ YTD_yoy

海外研报

GS Big Oils_ Reflecting forward curve in our models puts us 54_24 above consensus in 2026_27E

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Relative value models and analysis

This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption
海外研报

SocGen_On Our Minds Fed Call Change Holding Steady for Longer_20260313

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FIRST ECB MIDSUMMER DATA CHECK: CUT

Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
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GS Japan Airlines Co. (9201.T)_ IR day_ Short-term impact of high fuel costs a concern, but medium-term strategic direction is c...

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Limited impact from roadmap delays, but less pricing power upside in FY26

Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
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Credit CallsTuesday, August 27, 2024

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: FAB index continues to decline as USDIC yields fill more than hedging costs (Narhanie! Rosenbaum, CF4 /
海外研报

UBS Weekly _ Regional View Emerging Markets_Emerging market bonds hold firm amid the oil shock

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Archimedes and the Exchange Rates

to see. All that we have are exchange rates. And you can't tell from them whether theyfluctuate because the value of one currency changes or that of the other.
海外研报