海外研报
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Can the PBoC achieve its conflicting goals this time?
Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,
海外研报
2024年08月29日
Yield drop drives gold to records, dollar into downtrend
When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically
海外研报
2024年09月05日
FF--Everything as it should b
Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报
2024年09月10日
US Equity Strategy | North America Vintage Values 2025
Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the
海外研报
2024年09月13日
PM_EZ18Sep24
Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in
海外研报
2024年09月19日
GS--1H24 wrap-up, summer summary and Golden Week preview: strong traffic and weak
Chinese airlines have experienced a strong volume growth while a more normalizingairfare this year. For domestic market, we forecast the domestic passenger traffic to
海外研报
2024年09月23日
Barclays_European Morning Research Summary_20240925
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年09月27日
MS - As the Fed recalibrates, what does it mean in a global context
The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,
海外研报
2024年10月01日
GS--Q&A on Risks to Supply in the Middle East
Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market
海外研报
2024年10月08日
