海外研报
筛选
Weekly commentary
Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报
2024年09月24日
A Fresh Coat Of Paint
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25日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月25日
Asia FX Talk - Softening activity in Europe
Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
海外研报
2024年09月25日
Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923
The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
海外研报
2024年09月25日
BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922
Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
海外研报
2024年09月25日
BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923
Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
海外研报
2024年09月25日
China PBoCs big stimulus
. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
海外研报
2024年09月25日
