海外研报

GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE

Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the

BofA_Asia Economic Weekly Singapore – MAS Preview_

This week in focusIt has been an eventful week in the region, after China saw a slew of monetary and

MS - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

JPM_US Dollar policy in a second Trump presidency_20241010

A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump

EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects

Macro focus: Our constructive EM view in 2024 has been predicated on three