海外研报
筛选
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月26日
Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?
On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
海外研报
2024年09月05日
august-2024-preliminary-hedge-fund-performance-report
Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.
海外研报
2024年09月13日
Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river
***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on
海外研报
2024年09月19日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
UBS--Japanese politics update: Regime shift?
The Ishiba administration is expected to prioritize
海外研报
2024年10月08日
Financial Capital Navigator
The instruments on this list are only suitable for sophisticated investors with
海外研报
2024年10月11日
UBS_US Economics Weekly Signal or noise_20241011
Economic Comment: signal or noiseDespite the stronger than expected core CPl print this week, market implied pricing
海外研报
2024年10月14日
September 2024 Hedge Fund Recap
. HFs were able to protect returns amidst the volatility
海外研报
2024年10月17日
MS - Why China's Hesitancy to Enact Forceful Fiscal Easing (1)
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
