海外研报
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SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist
Following a similar move in June, the CBC announced a 25bp increase in the required
海外研报
2024年09月24日
SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise
The surprise move by the Fed implies a high level of confidence that inflation is on track to
海外研报
2024年09月24日
top-three-trends-and-challenges-affecting-the-life-sciences-industry
Over the last 24 months, the biotech market has been varied with excitement due to the secular
海外研报
2024年09月24日
US_Pulse_Fed_starts_easing_cycle__1
The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
海外研报
2024年09月24日
UBS--"Have lunch or be lunch" – Europe must act
Mario Draghi's attention-grabbing plea for a revitalization of EU
海外研报
2024年09月24日
GS--Trackers 101 - One of the more underappreciated
A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be
海外研报
2024年09月25日
Asia FX Talk - Softening activity in Europe
Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
海外研报
2024年09月25日
Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923
The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
海外研报
2024年09月25日
BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923
Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
海外研报
2024年09月25日
China PBoCs big stimulus
. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
海外研报
2024年09月25日
