海外研报
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CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
China: O&A on the third plenum
WVhy is the third plenum getting so muchmnarKetatentlolThe Chinese economy is facing myriad headwinds. Some are cyclical, some are deep-seated structural problemswhich can only be addressed by structural reforms.
海外研报
2024年07月05日
The Yen’s Mysterious Weakness — A Search for Answers (Fishman/Kanter)
The strikingly close relationship between USD/JPY and real rate differentials overthe past few years has come into question in recent weeks. While there havebeen prior periods of dislocation, none have looked as persistent and prominent
海外研报
2024年07月01日
Consumption Tax Not The Needof the Hour, Stimulus ls.
Recent government statements do not suggest any sense of urgency: Theconsumption tax was not mentioned in the annual fiscal auditing reportreleased on june 25, which discussed
海外研报
2024年07月05日
