海外研报
筛选
MS - Why China's Hesitancy to Enact Forceful Fiscal Easing (1)
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
MS - Why EA Fiscal Policy is likely to get tighter
This week Jens Eisenschmidt, Jean-Francois Ouvrard and Skander
海外研报
2024年10月22日
MS on Tariffs - Global Economic and Strategy Implications
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月22日
Nomura_The Economy Next Week_20241018
Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China
海外研报
2024年10月22日
OutlookforIndia-102024_updated
India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and
海外研报
2024年10月22日
SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.
Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
海外研报
2024年10月22日
USD_ Trumpspeak vs Fedspeak
Strong US retail sales and firm China economic data as well as strong earnings
海外研报
2024年10月22日
GS--Checking in on softlines ahead of 3Q earnings;
Remain cautiously optimistic but expect volatility through 2H: We have
海外研报
2024年10月22日