海外研报

HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002

The policy package thus far has lifted sentiment, but what’s

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,

Retaliation--Global Daily Market comments

China’s equity indices either did very well, or very poorly, depending on your reference. The

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

GS--Asia-Pacific Portfolio Strategy_ Asian equity market daily update(53)

The MXAPJ Index rose 0.8% today. China and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%