海外研报

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented

GS--US Week Ahead: October 14 – October 20

09:00 AM Minneapolis Fed President Kashkari (FOMC non-voter) speaks

SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and

MS - Why China's Hesitancy to Enact Forceful Fiscal Easing

Forceful fiscal easing to support consumption is needed to