海外研报

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing

GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.