海外研报
筛选
Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)
n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报
2024年07月27日
Multi-Asset Strategy Daily
If there is a message from last week’s US data, we would say it’s this one: “disinflation is ongoing and there is no need to panic on the economy for now”. The UoM survey numbers also supported that view, with
海外研报
2024年08月20日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
GS--Australia Energy: WA domestic gas policy update allows 20%
The West Australian Government has released an update to the state’s domestic gaspolicy, allowing up to 20% of gas production from new onshore projects to be
海外研报
2024年09月21日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009
Asia’s most profitable quarter since the China reopening Asia equities posted their
海外研报
2024年10月13日
MS_Cross-Asset Spotlight - Signals, Flows & Key Data_20241014
A weekly summary of key cross-asset monitors, data, moves and
海外研报
2024年10月16日
