海外研报
筛选
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
SocGen - China Economic Update - Slipping into a downward spiral
Domestic activity data deteriorated more than market expectations in August again. With the data in hand, 3Q GDP growth is tracking at
海外研报
2024年09月19日
GS--Foreign buying led by Taiwan; Large inflows into US ETFs
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$1.1bn) this
海外研报
2024年09月23日
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
MS_Employment report preview_ Solid September_20240927
We forecast payrolls rose 160k, average hourly earnings rose
海外研报
2024年10月01日
Week Ahead in Economics
A consensus-beating US labour market report has firmly pushed the Fed towards a 25bp,
海外研报
2024年10月08日
