海外研报
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GS--Saving Rate Revised Up to
BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second
海外研报
2024年09月29日
UBS--Get Ready – for interest rates, elections, and volatility
he US presidential election and tensions in the Middle East can lead to
海外研报
2024年09月29日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
GD--BEIJING’S RALLY003
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年10月01日
GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM
The main story line from the August personal income and spending data is, assuming payroll
海外研报
2024年10月01日
Barclays_China stimulus Incremental vs bazooka_20240927
September's Politburo meeting reinforced expectations that
海外研报
2024年10月01日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
