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Citi_The SMID Point Wednesday, 12 November 2025

海外研报

CACIB EUR_JPY looking overvalued

海外研报

GS Mexico MPC Minutes_ Majority Open to Deliver Another Cut in Dec and Shift to a Data Dependent Mode After That (Ramos)

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Barclays - Energy Commodities - Chart Book- More evidence of resilient fundamentals_20251124

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MIZUHO Japan Macro Reviewing the Takaichi adminstration comprehensive economic massure

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GS CONSUMER_ Unilever - Set up into Magnum, Q4 and 2026 _ Procter read across _ Carrefour _ Inditex _ Chocolate _ ABI _ Hugo Boss

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GS Metal Views_ Copper Our Favourite Industrial Metal as Supply Lowers Prices of Aluminium_Lithium_Iron Ore

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GS Crocs Inc. (CROX)_ Takeaways from meet and greet with new CFO

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JPM_Japan Equity Strategy Market Update Conference_ December 8, 2025

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GS Marks & Spencer (MKS.L)_ While recent sales survey data is consistent with our forecasts

海外研报