海外研报
筛选
JPM_Japan - BoJ on Track_20240920
The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with
海外研报
2024年09月25日
MS_Charts That Caught My Eye_20240924
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月25日
GS--Discussing key debates and updating our trackers ahead of F1Q results
Ahead of NKE’s F1Q result scheduled for October 1st, we discuss
海外研报
2024年09月25日
September_RBA_Board_meeting_and_SMP
The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the
海外研报
2024年09月25日
The Final Phase of the Disinflation Process With Positive Ef
Is high inflation good for a currency, or low inflation? Those who trade currencies day
海外研报
2024年09月25日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline
海外研报
2024年09月27日
Four influential changes from the jointed press conference
At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a
海外研报
2024年09月27日
A Fresh Coat Of Paint01
After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar
海外研报
2024年09月27日
Global Strategy Weekly
I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.
海外研报
2024年09月27日
