研报专题
宏观与市场行业研报与市场观点
汇总宏观与市场领域的最新机构研报与市场观点。
US MARKET INTELLIGENCE | MACRO WEEK AHEAD2026-10-22 · JPMorganCMOC A/H: First Take: 3Q26 slight miss; cost inflation and cash flow key to monitor2026-10-25 · JPMorganUK inflation forecast update: Four warned2026-10-23 · BarclaysIs it really a beat? Wait...: 3Q26 beat but not likely so after taking out one-off items, with lowered FY organic guidance. Macro still weighing on demand (and volume) so not easy on further price increases, mix remains -ve, external factors still significantly -ve on EBIT, less room 2026-10-23 · BarclaysIndia: RBI minutes discuss growth-inflation, not FX2026-10-21 · Nomura