海外研报

BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004

This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with

BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably

BofA_Global Economic Weekly Jobs, cuts, and risks_20241004

Following the Fed’s pivot to the labor market, all eyes are set on US non-farm payrolls

BofA_Global FX Weekly Let’s assume no kaos_20241004

G10. Hawkish Powell vs. dovish Lagarde, Bailey and Ishiba led to USD strength. Middle

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd

China_s_stock_market_frenzy__1

China’s stock market frenzy

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium