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What is behind deglobalization?

Global trade in goods has been growing more slowly than the global economy for
海外研报

GS--China: State Council called for faster implementation of easing measures, echoing the Politburo

海外研报

UBS--A potential policy game changer

海外研报

GS--China: Three things in China

海外研报

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
海外研报

BCA_Did China Just Launch A Bazooka_20240926

. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
海外研报

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