Rapports de recherche Finance et Macro

Morgan Stanley 2026-09-14

1H26 First take: Printed In - line with 1H guidance, upgrade to FY26 outlook welcome

Rapport d'entreprise EN 8 Pages

Citi 2026-09-10

Signet Jewelers Limited (SIG.N): 2Q Good, New Credit Agreement Great (Raises Earnings Power Indefinitely)

Rapport d'entreprise EN 14 Pages

Citi 2026-09-09

Hungary Economics Strategy: Trip Notes – Lower inflation target leaves room for rate cuts

Rapport de marché EN 10 Pages

Morgan Stanley 2026-09-08

Colombia Sovereign Credit & Macro Strategy | Latin America: Navigating Heavy Bond Supply Ahead

Rapport de marché EN 31 Pages

JPMorgan 2026-09-04

Japan Quant Strategy: BoJ Crossroads: JGBs and Yen Rate Vol as Short-Term Factor Guideposts

Rapport de marché EN 20 Pages

Barclays 2026-08-20

Initiating Coverage: Valuable Power Assets Position Bitdeer for the AI Buildout

Rapport de marché EN 17 Pages

Citi 2026-08-20

Vicinity Centres (VCX.AX): First Take: Resilient result, growth inflection ahead — FY27 guidance upper end beats on FFO and AFFO

Rapport d'entreprise EN 12 Pages

Morgan Stanley 2026-08-20

2Q 2026 - Final Earnings Review: Latin America Equity Strategy | Latin America

Rapport de marché EN 18 Pages

Morgan Stanley 2026-08-20

A$3.5b growth capex pipeline — company call at 10:30am AEST

Rapport de marché EN 8 Pages

Citi 2026-08-19

Bank Central Asia (BBCA.JK): BBCA 7M26 Results – NIM Expansion with Benign Asset Quality

Rapport d'entreprise EN 11 Pages

Citi 2026-08-14

US Economics Weekly: Cooling inflation increasingly hard to ignore

Rapport économique EN 18 Pages

Goldman Sachs 2026-08-14

Japan Focus of the Week: Q2 GDP, July National CPI, July Trade

Rapport économique EN 10 Pages

Goldman Sachs 2026-08-14

China Retail Sales: Policy Tailwinds Fade, H2 Growth Likely Remains Low

Rapport sectoriel EN 11 Pages

Morgan Stanley 2026-08-14

July TSF shows China is still on the path to a more sustainable level of stimulus

Rapport de marché EN 7 Pages

Goldman Sachs 2026-08-13

UK—Q2 GDP Growth in Line With Expectations at +0.4%; Firmer June Figures Provide Stronger Starting Point for Q3

Rapport économique EN 6 Pages