海外研报

MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930

In the week ending Friday, September 27, options pricing data indicate that investors

MS_The Weekly Worldview- Tariffs, revisited_20240930

Tariff proposals by former President Trump, if fully

SocGen - Credit Strategy Weekly - When is the market supposed to tighten

Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October

Business surveys slipping further into recession territory and softer-than-expected

This Changes Everything

Markets were moving quickly on Friday as conjecture swirled over the selection of a new Prime

UBS - What we've seen in Derivs

After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised

US_Pulse_Fed_more_wary_of_labour_market_weakness

Most Fed officials have pivoted toward supporting the full employment

GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”

BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like