海外研报

GS--Cross-checking views on inventory levels across end markets

Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion

Citi_US Economics Weekly_20240927

Risks to the outlook for Fed policy remain asymmetrically dovish and we

JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

tactical-flow-en-emea-pc-brochure

Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the