海外研报
筛选
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
UBS--Copper: Flying high on stimulus expectations CIO View
• LME copper prices have surged above the USD 10,000/mt mark,
海外研报
2024年10月01日
GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking
We have just returned from marketing in the UK between 23rd and 27th September.
海外研报
2024年10月01日
GS CHINA - What's New since Friday Close?
Asia (both DM and EM combined) was the most
海外研报
2024年10月01日
JPM_US Weekly Prospects_20240927
Surveys relating to the manufacturing sector remained downbeat this week, and August factory
海外研报
2024年10月01日
MS - As the Fed recalibrates, what does it mean in a global context
The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,
海外研报
2024年10月01日
MS China Equity Strategy - Is A New Rally Beginning
What are the qualifications/criteria for investment entities
海外研报
2024年10月01日
MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data
The Fed delivered on what we thought was the best short-term
海外研报
2024年10月01日
MS Sunday Start - Is Policy or Data More Important for Markets
Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see
海外研报
2024年10月01日
MS Tariffs - Global Economic and Strategy Implications
Tariffs: Global Economic and Strategy Implications
海外研报
2024年10月01日
