海外研报
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Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further
It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报
2024年09月21日
UBS--Asian bonds
Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for
海外研报
2024年09月21日
GS--MXAPJ gained 3% further, driven by a 5% rebound in HK
MXAPJ gained 3%, led by Hong Kong, China offshore (+5%each), and Philippines (+4%), with most other Asian markets
海外研报
2024年09月21日
GS--Week commencing 23 September 2024
Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their
海外研报
2024年09月21日
GS--Australia Energy: WA domestic gas policy update allows 20%
The West Australian Government has released an update to the state’s domestic gaspolicy, allowing up to 20% of gas production from new onshore projects to be
海外研报
2024年09月21日
Barclays_U.S. Equity Strategy Food for Thought- Value vs. Growth, Post-Rate
In past non-recessionary rate cutting cycles, median Valuereturns surpassed those of Growth immediately after the "first"
海外研报
2024年09月21日
BMO - S&P 500 Target Update
Through the first eight trading days of the month, it appeared that September was well on its way to living up to its worst month of the year moniker with the S&P 500 at one
海外研报
2024年09月21日
BofA - Hartnett - The Flow Show 50 for the Little Guy_20240920
Scores on the Doors: gold 25.0%, crypto 17.3%, stocks 17.3%, HY bonds 8.3%, IG bonds 5.4%, cash 3.9%, commodities 2.6%, govt bonds 2.1%, oil 0.5%, US$ -0.7% YTD.
海外研报
2024年09月21日
BofA - Who Makes the Data Center - primer picks
Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
海外研报
2024年09月21日
BofA_Fed goes 50 – implications for SMID caps_20240919
The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
海外研报
2024年09月21日
