海外研报

GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame

On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital

GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.

GS--End of Week Market Intelligence: rate relief...

US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets

China_s_stimulus_package_ten_reactions

Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China

UBS House View

Rates to fall further