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China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926
As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest
海外研报
2024年09月28日
UBS - What we've seen in Derivs
After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised
海外研报
2024年10月02日
SocGen - Credit Strategy Weekly - Ready for the next hurdle
Credit markets improve and face the 3Q earnings season We had an eventful week, with
海外研报
2024年10月15日
SocGen - Global Strategy Weekly - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月18日