海外研报
筛选
GS--mplications of dovish Fed for Asian FX and rates markets
1. Implications of a US soft landing outlook for Asian FX markets. The Fed’s50bps cut earlier this week appears to have calmed market fears of a US recession.
海外研报
2024年09月23日
MS_India has displaced China as the largest MSCI EM market_20240917
India has displaced China as the largest MSCI EM market
海外研报
2024年09月23日
MS_September 20
While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
海外研报
2024年09月23日
GS--Recent Export Trends in Asia—Moderation Continues
Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained
海外研报
2024年09月24日
