海外研报

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to

JPM_Flows & Liquidity Why equity and credit investors got it right while rate investors

While traditionally rate markets were perceived to have been moresuccessfulthan equityor credit markets in anticipating the =

GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation