金融與宏觀 研報

Barclays 2026-08-20

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

市場報告 EN 17 頁

Citi 2026-08-20

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

公司報告 EN 12 頁

Morgan Stanley 2026-08-20

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

市場報告 EN 18 頁

Morgan Stanley 2026-08-20

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

市場報告 EN 8 頁

Citi 2026-08-19

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

公司報告 EN 11 頁

Citi 2026-08-14

US Economics Weekly: Cooling inflation increasingly hard to ignore

經濟報告 EN 18 頁

Goldman Sachs 2026-08-14

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

經濟報告 EN 10 頁

Goldman Sachs 2026-08-14

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

產業報告 EN 11 頁

Morgan Stanley 2026-08-14

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

市場報告 EN 7 頁

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

經濟報告 EN 6 頁

Morgan Stanley 2026-08-13

We forecast July core PCE at 0.23% after PPI: U.S. Data Pulse: PCE inflation | North America

經濟報告 EN 5 頁

Goldman Sachs 2026-08-13

China: PBOC Q2 monetary policy report: stronger easing rhetoric, but few specific monetary measures

經濟報告 EN 6 頁

UBS 2026-08-11

EMEA Economic Comment: Hungary: August rate cut sealed as CPI is the lowest since 2016

經濟報告 EN 8 頁

JPMorgan 2026-08-10

APAC Credit Roundup: Weekly Review: Week ended August 7

市場報告 EN 26 頁

Morgan Stanley 2026-08-07

Where Supply Meets Demand: EM Sovereign Credit Strategy | Global

市場報告 EN 12 頁