海外研报

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,

Global Rates Trader Pivot in Place

A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries sold off slightly, reversing some of the rally last week. The yield on benchmark U.S. 10-year notes rose

DB--Owning Better than Renting, a Logical Adjacency

Salesforce announced a deal to acquire the Own Company, a provider of data protection and data management solutions for $1.9bn in cash, net of Salesforce's

GS--Global Markets Daily: Q&A on the Dollar After the First Cut

Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?