海外研报

Inflation-linked Focus

This morning, France’s inflation surprised strongly to the downside, with

SocGen - Credit Strategy Weekly - When is the market supposed to tighten

Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing

GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market