海外研报

Friday The 13th: The Cutting Cycle

Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps

GS--HK & Macau – A Tale of Two Cities

Asia credit spreads tightened over the past week, as bothAsia IG and HY performed well as treasury yields rose. Risk

GS--Results in line with trading update and re-confirmed

Ceres reported 1H24 results this morning (September 27), with total revenue and

GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation

Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy