海外研报

GS--US Week Ahead: September 30 – October 6

The key economic data releases this week are the JOLTS job openings report and

Asia FX Talk - Sharp moves in JPY and CNH

Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

BofA_China- An Equity Strategist’s Diary_20240930

Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single

BofA_Global Earnings Revision Ratio Cautionary tone_20240930

Global Earnings Revision Ratio retreated in September

DB - China Macro - How is this time different_20240930

Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of

FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit

The views expressed in this report accurately reflect the personal views of the undersigned

MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong