海外研报

GD--THE NEXT CHINA SURPRISE

In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

BofA_US Economic Weekly The other R-word_20241018

Weekly viewpoint: The other R-word

GS--China_ 70-city average property price decline accelerated in September

The National Bureau of Statistics’ 70-city house price data suggests the weighted

UBS--Global forecasts001

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

UBS--High yield CIO View: High yield

We have a Neutral recommendation on high yield. We believe total

UBS--Limited surprise and focus on long-term direction

More policies to attract talent: The Hong Kong

MS - Why China's Hesitancy to Enact Forceful Fiscal Easing

Forceful fiscal easing to support consumption is needed to