海外研报

USA_ August Housing Starts Rebound Above Expectations

BOTTOM LINE: Housing starts rose by 9.6% in August, above expectations for asmaller increase. The rebound was led by the South, where Hurricane Beryl likely

US--Long awaited easing cycle commences with a bang

With the FOMC meeting in the rear view, it will be a quieter week ahead,with highlights including PCE inflation, personal income & spending,

"Is our presidents and economists learning?

President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events

UBS_Apple Inc_20241001

Pro and Pro Max wait times still shorter YoY as low-end gap widens

BofA_Alphabet DOJ considering a long list of potential remedies; some

DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search