海外研报
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Fed Chatterbox: July Edition (Rindels)
Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
海外研报
2024年07月27日
Interest Rates Daily-Push and pull
US rates have been pushed and pulled by mixed data recently. The 2024 Jackson Hole Economic Symposium kicks off on Friday, where we expect Fed Chair Jerome
海外研报
2024年08月20日
GS--NIFTY hit ATH this week, up 2%; Valuations hit peak levels
Performance: NIFTY hit all time high this week, up 2%w/w (MXAPJ: +1% w/w). Across sectors, FMCG led
海外研报
2024年09月16日
GS--MXAPJ gained 3% further, driven by a 5% rebound in HK
MXAPJ gained 3%, led by Hong Kong, China offshore (+5%each), and Philippines (+4%), with most other Asian markets
海外研报
2024年09月21日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance
Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp
海外研报
2024年10月13日