海外研报

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…

GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation

Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong