海外研报
筛选
The Maestros in Jackson Hole
Jackson Hole: “Effectiveness & Transmission of Monetary Policy.” Sep cut signal, size TBD. Rates: buy dip even if marginally hawkish. FX: limited impact.EUR.
海外研报
2024年08月18日
The Global Point Wednesday, 04 September 2024
Global Multi-Asset - Industrial Technology & Mobility: How disruptive forces are driving the M&A landscape in Industrials; Focus on Germany
海外研报
2024年09月05日
GD--PATH FOR BOE EASING CYCLE IS CLEARING
No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)
海外研报
2024年09月19日
