海外研报

GS--Americas Retail: Retail sales accelerate in September

Headline retail sales were +0.4% sequentially in September, below GS estimate n

NDR--After reversals in dollar and yields, gold unyielding

Now that we’ve closed out our bearish dollar

GD--SPENDING CUTS TAKE CENTRE STAGE

The Finance Ministry is preparing to present a broad proposal for spending cuts

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

GD--COOLING SERVICES INFLATION BRINGS BOE EASING CYCLE CLOSER

Disinflation gathered pace in September, clearing the path for a monetary easing cycle to kick in. Annual headline

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

ME-cio-weekly-letter00052

cyclical bull market emerged on October 12, 2022. Since then, the S&P 500 has returned about

JPM

future OFS order intake, in the context of increasing macro volatility and the execution of record backlogs, to

GS-- Export Volume Remains on YoY Decline Since Early 2024

BOTTOM LINE: Export value growth slowed to -1.7% yoy in September, from

GS--Slight improvement in production activity from August lows

Rural: Rural activity exhibited mixed signals in September — Tractor registrations n