海外研报
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Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every
海外研报
2024年09月05日
How do Asian equities trade the start of a Fed cutting cycle?
Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报
2024年09月05日
Capital at risk: nature through an investment lens
As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An
海外研报
2024年09月05日
Global Equity Volatility Insights Return of Fed put adds to risk of fragility
The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived
海外研报
2024年09月05日
