海外研报

BONDS ARE BACK BUT DON’T GET TOO EXCITED

The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing

South Korea Insight-Bank of Korea: on the cusp of a pivot

Although the Bank of Korea (BoK) today unanimously decided to keep its policy rate unchanged at 3.50%, its forward guidance has turned more

Cycle Playbook – Preparing for a Peak

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of

MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE:

OVERNIGHT BRIEFEU/US trade: European Equities were lower on elevated volumes (SXXP .1%, $X5E -1.3%).Tech stocks retreated the most

Citi_The Point for Asia Pacific Tuesday, 10 September

Apple, Inc. (AAPL.O) - Apple Event First TakeApple introduced the new iPhone 16 family, Apple Watch Series 10 and AirPods 4,

MS_September 18

FOMC cuts rates by 50bp; USTs bear-steepen amid hawkish SEP;

SocGen - Credit Strategy Weekly - Rate cuts to the rescue

A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision