海外研报

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.

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by