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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

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

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that
海外研报

Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund
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BCA_Did China Just Launch A Bazooka_20240926

. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
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BofA Hartnett Flow Show - Top of the world

Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,
海外研报

Cheatsheet - G10 & EM Week Ahead_ Say cheese

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
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Citi_US Economics Weekly_20240927

Risks to the outlook for Fed policy remain asymmetrically dovish and we
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UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,
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CrossAssetWeekly--China leaves little doubt about its growth target

This week, Chinese authorities announced a broad selection of stimulus measures to support
海外研报