海外研报

THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...

The Problem of Relative Prices

One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy

GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing