海外研报
筛选
Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
Searching for the floor
Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
海外研报
2024年09月13日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
CrossAssetWeekly--China leaves little doubt about its growth target
This week, Chinese authorities announced a broad selection of stimulus measures to support
海外研报
2024年10月01日
Macro Monthly Economic insights and asset class views
When the top policymakers in the world’s two largest economies are determined to
海外研报
2024年10月08日
Retaliation--Global Daily Market comments
China’s equity indices either did very well, or very poorly, depending on your reference. The
海外研报
2024年10月11日
The French budget for 2025_ ambitiously unrealistic
France faces its biggest public deficit issue for decades, with its deficit
海外研报
2024年10月17日
MS Sunday Start - Looking Back from Over There
After a week speaking with clients in London, I am struck by both the parallels and
海外研报
2024年10月22日
