海外研报
筛选
China optimism exaggerated
Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报
2024年09月25日
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923
Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50
海外研报
2024年09月25日
Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923
Outflows from ETH ETFs since their July launches have totaled $610mm,
海外研报
2024年09月25日
Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923
CITI’S TAKE
海外研报
2024年09月25日
EM EMEA Weekly
Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
海外研报
2024年09月25日
GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)
Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报
2024年09月25日
GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)
nmoney funds. Levered demand (proxied by the “households” flow of funds
海外研报
2024年09月25日
GS China Economics Outlook_ September 2024 [Presentation]
Current state of the economy:
海外研报
2024年09月25日
JPM_Commodity Market Positiong & Flows_20240924
The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,
海外研报
2024年09月25日
