海外研报
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US Economic Weekly Now it’s up to the data
Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
海外研报
2024年08月10日
Interest Rates Daily
With summer, and the cusp of Fed easing upon us, lack of market depth has exacerbated market moves. Rates volatility has remained contained.
海外研报
2024年08月14日
The Global Point Wednesday, 21 August 2024
Geopolitical and economic risks are back in focus. We update our proprietary Geoeconomic Risk Premium model, which measures how much of a “geo-economic”
海外研报
2024年08月22日
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
