海外研报

USD: Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

UBS--Weekly - Regional View Swiss_en_1625867

The current geopolitical uncertainty contrasts sharply with a generally

GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP

September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at

GD--ECB: 25BP NOW, 25BP IN DEC

The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we