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
UBS--Global forecasts
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,
海外研报
2024年10月08日
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
海外研报
2024年10月11日
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 =
海外研报
2024年10月17日
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
海外研报
2024年10月24日
