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MS - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
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MS_October 4

Resoundingly strong US employment report; USTs bear-flatten
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GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation

Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy
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GS--Markets extended the historic rally by 11%/8% in a shortened trading week; We raise

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GS---China Strategy If not now, when? 10 reasons to buy China equity

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Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the
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Asia FX Outlook Q4 2024 - Ride with the tide02

This year so far, we saw strong world trades and a resilient global economy. We expect the
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BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,
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BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably
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Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable
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