海外研报

EM EMEA Weekly

Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South

GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)

Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n

GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)

nmoney funds. Levered demand (proxied by the “households” flow of funds

JPM_Cryptocurrency Markets_20240924

10 31001 10n03U.S. Spot Ether ETP Flows

GS--Discussing key debates and updating our trackers ahead of F1Q results

Ahead of NKE’s F1Q result scheduled for October 1st, we discuss

September_RBA_Board_meeting_and_SMP

The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the

The Final Phase of the Disinflation Process With Positive Ef

Is high inflation good for a currency, or low inflation? Those who trade currencies day