海外研报
筛选
GS--Asia Views: The Fed opens the door, and the PBOC walks through
1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double
海外研报
2024年09月27日
Global Strategy Weekly
I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.
海外研报
2024年09月27日
A Fresh Coat Of Paint01
After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar
海外研报
2024年09月27日
Four influential changes from the jointed press conference
At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a
海外研报
2024年09月27日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline
海外研报
2024年09月27日
