海外研报

GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting

The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press

DB_China Macro September PMI Charts_20240930

Looking ahead,the comprehensive stimulus package (see ournote ChinaMacro:How is This Time

Dutch pension reform update

Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial

MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930

In the week ending Friday, September 27, options pricing data indicate that investors

MS_The Weekly Worldview- Tariffs, revisited_20240930

Tariff proposals by former President Trump, if fully

SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October

Business surveys slipping further into recession territory and softer-than-expected

This Changes Everything

Markets were moving quickly on Friday as conjecture swirled over the selection of a new Prime

UBS - What we've seen in Derivs

After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised

US_Pulse_Fed_more_wary_of_labour_market_weakness

Most Fed officials have pivoted toward supporting the full employment