海外研报

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

MS--Global Macro Commentary | Global October 9

FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with