海外研报
筛选
MS Sunday Start - Is Policy or Data More Important for Markets
Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see
海外研报
2024年10月01日
MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data
The Fed delivered on what we thought was the best short-term
海外研报
2024年10月01日
MS China Equity Strategy - Is A New Rally Beginning
What are the qualifications/criteria for investment entities
海外研报
2024年10月01日
MS - As the Fed recalibrates, what does it mean in a global context
The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,
海外研报
2024年10月01日
FX Weekly--Like bulls in a China shop
Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been
海外研报
2024年10月01日
JPM_US Weekly Prospects_20240927
Surveys relating to the manufacturing sector remained downbeat this week, and August factory
海外研报
2024年10月01日
Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba
The Kishida administration inherited and developed Abenomics (bold
海外研报
2024年10月01日
GS CHINA - What's New since Friday Close?
Asia (both DM and EM combined) was the most
海外研报
2024年10月01日
GS--Greater China Semis: August: IC production +18% YoY
August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%
海外研报
2024年10月01日
Even lower than we expected
This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,
海外研报
2024年10月01日
