海外研报

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

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

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

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

SocGen - Credit Strategy Weekly - Ready for the next hurdle

Credit markets improve and face the 3Q earnings season We had an eventful week, with

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