海外研报

Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010

The September CPI report was stronger than expected, led by core and food inflation.

Barclays_September CPI- Limited relief even as shelter inflation retreats_20241010

Core CPI surprised to the upside, rising 0.31% m/m (3.3% y/y),

Barclays_Equity Strategy Market Review_20241011

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007

• Rate pressure reflects congested dealer balance

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and