海外研报
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SocGen - European Economic Outlook - Growth close to potential and diverging fortunes
GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
海外研报
2024年09月27日
Bitcoin – Rise of the phoenix
Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November
海外研报
2024年09月27日
GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts
BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release
海外研报
2024年09月27日
Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle
This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
海外研报
2024年09月27日
China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN
The China capacity ‘butterfly’ has emerged and is flapping its
海外研报
2024年09月27日
Daily Economic BriefingPBOC stimulus by a thousand cuts
Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
海外研报
2024年09月27日
Faith maintained but valuation challenged
DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
海外研报
2024年09月27日
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
