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海外研报
2024年07月27日
Disinflation set to continue, but upside risks are plentiful over the summer
The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报
2024年07月31日
Macro2Market Views Post the MacroMania
The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
海外研报
2024年08月08日
