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A Fresh Coat Of Paint

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar
海外研报

GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,

step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the
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GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews

In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
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Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922

CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
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Cheatsheet - G10 & EM Week Ahead_ The party continues

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报

SocGen - Fixed Income Weekly - Soft landing vibes

The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
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Barclays_Tesla, Inc_20240923

Decomposing 3Q24 deliveries:Healthy result to avoid negative
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23

The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,
海外研报

Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报

JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
海外研报