海外研报

GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.

BofA_FX Viewpoint Risk Managing the USD_20240926

• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially