海外研报

US Election Cheatsheet_ All facts, no fiction

We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand

The Start of a New Cycle

The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

Asia_Economic_Outlook_Q4_2024_manageable_slowdown__1

Weaker external demand from

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.