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GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
海外研报

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
海外研报

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报

Asia FX Outlook Q4 2024 - Ride with the tide02

This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher
海外研报

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China
海外研报

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.
海外研报

Barclays_Equity Strategy Market Review_20241004

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies
海外研报

Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,
海外研报

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on
海外研报