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Multi-Asset Strategy Daily
If there is a message from last week’s US data, we would say it’s this one: “disinflation is ongoing and there is no need to panic on the economy for now”. The UoM survey numbers also supported that view, with
海外研报
2024年08月20日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
GS--Australia Energy: WA domestic gas policy update allows 20%
The West Australian Government has released an update to the state’s domestic gaspolicy, allowing up to 20% of gas production from new onshore projects to be
海外研报
2024年09月21日
UBS--China’s policy pivot gathering momentum
meeting to focus entirely on economics, just two days
海外研报
2024年09月29日
SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009
Asia’s most profitable quarter since the China reopening Asia equities posted their
海外研报
2024年10月13日
MS_Cross-Asset Spotlight - Signals, Flows & Key Data_20241014
A weekly summary of key cross-asset monitors, data, moves and
海外研报
2024年10月16日
China_ growth will likely rebound in Q4 after better-than-expected Q3_September data
China’s Q3 GDP growth and September domestic activity indicators all
海外研报
2024年10月19日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
