海外研报

BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable

What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the

GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down

UBS--Saudi Arabian credit: Flagship EM debt issuers

Saudi Arabia is the largest constituent in the flagship

UBS-- Emerging Markets Bond List

Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),

GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was

GS--Global Economics Wrap-Up: October 4, 2024

Global Economicsn Investment in AI remained strong in Q3 as adoption inched up:

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,