海外研报
筛选
GS--Policy Address brings more supportive measures
Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in
海外研报
2024年10月22日
MS--Addressing Your Top Questions on China Stimulus
The policy pivot is significant, but we haven't reached the
海外研报
2024年10月22日
MS - China's Fiscal Package Part 1
0.5ppt of GDP fiscal stimulus this year• 30bp policy rate cut; 50bp RRR cut (with forward
海外研报
2024年10月22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
MS - Why China's Hesitancy to Enact Forceful Fiscal Easing
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
MS - Why EA Fiscal Policy is likely to get tighter
This week Jens Eisenschmidt, Jean-Francois Ouvrard and Skander
海外研报
2024年10月22日
MS on Tariffs - Global Economic and Strategy Implications
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月22日
MS Sunday Start - Looking Back from Over There
After a week speaking with clients in London, I am struck by both the parallels and
海外研报
2024年10月22日
Nomura_The Economy Next Week_20241018
Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China
海外研报
2024年10月22日
OutlookforIndia-102024_updated
India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and
海外研报
2024年10月22日
