海外研报
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US_Pulse_Fed_starts_easing_cycle__1
The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
海外研报
2024年09月24日
UBS--Preparing portfolios for the fourth quarter Weekly Global
Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
海外研报
2024年09月24日
UBS--"Have lunch or be lunch" – Europe must act
Mario Draghi's attention-grabbing plea for a revitalization of EU
海外研报
2024年09月24日
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
