海外研报

FF--Everything as it should b

Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model

US Equity Strategy | North America Vintage Values 2025

Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the

PM_EZ18Sep24

Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in

GS--1H24 wrap-up, summer summary and Golden Week preview: strong traffic and weak

Chinese airlines have experienced a strong volume growth while a more normalizingairfare this year. For domestic market, we forecast the domestic passenger traffic to

Barclays_European Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

MS - As the Fed recalibrates, what does it mean in a global context

The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,