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  • 75bps as expected but Fed very hawkish once again.pdf
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  • Adobe Systems Inc. (ADBE)_ Figma acquisition ambitious move with potential LT payoff; F3Q22 results(1).pdf
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  • Americas Payment Technology_ The return of Durbin_ Proposed dual routing updates would be manageable low single-digit EPS hea...(1).pdf
  • AOT.BK-Morgan Stanley-Airports of Thailand Gaining Altitude-98325639.pdf
  • Asia Credit Trader_ US Investors Maintaining Underweight On Asia Credit(1).pdf
  • Asia Economics Analyst_ The timing, path, and impact of China reopening(1).pdf
  • Asia Online Games_ Divergence across regional game companies into 3Q, post Covid slowdown persists; top ideas across APAC(1).pdf
  • Asia Semiconductor Sector.pdf
  • Asian Daily (Global Edition)(1).pdf
  • Authers on FOMC etc.pdf
  • Blue Moon (6993.HK)_ Strong branding with improved channel management; Initiate at Neutral on valuation(1).pdf
  • bof-the flow show-at the lows.pdf
  • Brazil Utilities_ Power Utilities Biweekly Monitor(1).pdf
  • Broadlines & Hardlines Retail.pdf
  • China Agriculture Sector_ China Ag in 10 Charts (September-2022) - hog supply recovery, improving harvest outlook in corn_soy...(1).pdf
  • China Basic Materials Monitor_ September 2022_ Seasonal recovery, emerging risk on energy(1).pdf
  • China Industrial Indicators_ August largely flat with minor improvement mom; ESS_EV_Battery still strong(1).pdf
  • China Musings_ Meeting the new Chinese _National Team_(1).pdf
  • China Musings_ Party Congress strategies_ Go for plan _A_, look for the _National Team_, and consider options exposure(1).pdf
  • China Property Monthly Tracker_ Property sales decline narrowed, completions recovered but property FAI and new starts declin....pdf
  • China Real Estate Developers_ POEs results wrap-up_ Shrinking B_S and sales; SMC to Sell(1).pdf
  • China Spirits Tracker_ Decline in Moutai Wholesales Price Post Festival(1).pdf
  • China Sportswear Sector.pdf
  • China Sportswear_ Initiation feedback - Key debates on macro uncertainties and execution track records(1).pdf
  • Consumer Finance, US Economics, and Securitized Products.pdf
  • Counterpoint Global Insights Market Share Understanding Competitive Advantage Through Market Power.pdf
  • ECB_ how many rate hikes are needed to get the job done_.pdf
  • Energy, Utilities & Mining Pulse_ Investors Asking_ What Is the State of Natural Resources Demand_ (1).pdf
  • Estee Lauder Co. (EL)_ Upgrade to Buy following recent pull back & ahead of inevitable inflection(1).pdf
  • Europe Banks_ Assessing interest rate upside for European Banks(1).pdf
  • Europe Branded Consumer Goods_ Luxury Goods_ Navigating Uncertainty_ 2023 Growth Outlook +6%; key picks Richemont (CL-Buy); H...(1).pdf
  • Europe Multi-Industry_ What US, EU and China PPI tell us about Multi-Industry(1).pdf
  • Europe Transportation_ Logistics_ Into the downcycle(1).pdf
  • European Economics Analyst_ European Growth—Gone with the Gas (Schnittker_Quadri)(1).pdf
  • Federal Reserve Watch-September FOMC.pdf
  • FedEx Corporation.pdf
  • Focus Media Information Tech (002027.SZ)_ COVID uncertainties weigh on recovery path; maintain Buy(1).pdf
  • FOMC Preview - At Any Rate.pdf
  • FOMC Recap_ All about that pace_20220921.pdf
  • FX Technical Strategy US dollar strength continues; USD_CAD breaks out of the summertime range.pdf
  • G10 Inflation Monitor_ Trimmed Core Inflation Hits 5% Annualized in August in the Euro Area and the UK(1).pdf
  • German Residential Cheap, but for good reason. VNA to EW, TAG to OW.pdf
  • Glencore -Higher for longer.pdf
  • Global Economic Prospects – Looking through the Fog.pdf
  • Global Economic Viewpoint China’s slowdown_ global challenges and (a few) opportunities.pdf
  • Global Economics Comment_ Introducing Our G10 Consumer Dashboard(1).pdf
  • Global FX Trader_ A Dove Among a Kettle of Hawks(1).pdf
  • Global Rates Trader_ Higher peaks(1).pdf
  • Global Traders’ Guide Key data and events.pdf
  • Global_ GS Economic Indicators_ US Trimmed Core Inflation Is Much Higher for CPI Than PCE (Kodnani)(1).pdf
  • Greater China Semis_ Aug_ -24.7 YoY in IC import volume(1).pdf
  • GS Equity Radar_ Policy Tightening, Recession Risk and the Energy Crisis _ Consumer Cashflow _ Asian Earnings Enigma (1).pdf
  • GS SUSTAIN_ Biodiversity_ Assessing the Financial Links to Natural Capital(1).pdf
  • Healthcare Pulse_ Loopy De Loop (II)_ Investor sentiment; market color; sector themes; charts to watch(1).pdf
  • High Yield and Leveraged Loans Dispersion and spreads – it’s complicated.pdf
  • How much will the euro zone grow in 2023_.pdf
  • iFlytek (002230.SZ)_ Mgmt. call_ soft macro weighs on To-C business; limited visibility on margin improvement(1).pdf
  • Industry Model Book.pdf
  • Japan Games_ August mobile game trends_ Japan market solid, ONE PIECE IP titles stand out(1).pdf
  • JPM first to market.pdf
  • JPM-key currency views.pdf
  • Kinnate Biopharma Inc. (KNTE)_ Framing the upcoming Phase 1 KIN-2787 data; Reiterate Buy(1).pdf
  • Latin America Economics Analyst_ Brazil Presidential Election_ A Choice Between Two Polarizing Known Knowns(1).pdf
  • Marko Kolanovic-j.p. morgan view.pdf
  • MercadoLibre Inc. (MELI)_ Getting comfortable with valuation by assessing long-term margin potential(1).pdf
  • META.OQ-Morgan Stanley-Internet How Did META and Other Social Media Trends Fare in.pdf
  • Morgan Stanley-Biotechnology Key Smid-cap Takeaways of Our 2022 Healthcare...-98320306.pdf
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  • Morgan Stanley-Technology - Payments What to own in payments.pdf
  • MS-US Economics-FOMC Reaction-No Painless Path To Success.pdf
  • Municipal Market Guide_Navigating volatility.pdf
  • Navigating China Internet_ eCommerce tracker_ Services, mobility, apparel bright spots in Aug on re-opening; softer Sep thus far(1).pdf
  • NA_OPEC’s behaviour_ Do not expect oil prices to fall even if global demand is weak or Iran returns to the market.pdf
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  • Power - American Current_ Ebbing Waves - Heat, Omicron, and Ethereum(1).pdf
  • RBC_FX.pdf
  • Recession Watch.pdf
  • REGN.OQ-Morgan Stanley-Regeneron Pharmaceuticals Inc. High-dose Eylea derisked; Su.pdf
  • Revance Therapeutics Inc. (RVNC)_ Daxxify Positioned to Disrupt. Initiating Coverage at Buy. PT $33.(1).pdf
  • Riksbank preview Joining club.pdf
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  • Tempur Sealy International Inc. (TPX)_ Solid Growth Story with Compelling Risk_Reward, Initiate with Buy Rating(1).pdf
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  • The Pulse of the Market Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations.pdf
  • ThemeTrades- The Dividend Playbook.pdf
  • The_J_P__Morgan_View.pdf
  • Thundersoft (300496.SZ)_ GS China A-Share Forum 2022 – Key Takeaways_ Automotive business driven by smart driving expansion a...(1).pdf
  • Trip.com Group (TCOM)_ Earnings Review_ 2Q22 results above expectation on overseas recovery and cost controls. Healthy 3Q gui...(1).pdf
  • US Consumer Dashboard_ September 2022_ Still Slowing but Silver Linings Emerge (Briggs_Abecasis)(1).pdf
  • US Equity Strategy SIGN (Sector & Industry Group Navigator)_ A Big Step Down the Growth Path_20220916.pdf
  • US Watch- September FOMC review.pdf
  • USA_ GS Economic Indicators Update(1).pdf
  • US_Market_Intell.pdf
  • Will Semi (603501.SS)_ GS China A-Share Forum 2022 - Mgmt. call_ Smartphone CIS remains weak in near-term, mild recovery from...(1).pdf
  • XPeng Inc (XPEV.N).pdf
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  • Zhuzhou CRRC Times Electric Co. (3898.HK_688187.SS)_ Accelerating IGBT growth not in the price; H-share up to Buy_Initiate A ...(1).pdf

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