海外研报

SocGen - On Our Minds - LDP presidential election and future economic policy

The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among

GS--China Economic Activity and Policy Tracker: September 20

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.

BofA_FX Viewpoint Risk Managing the USD_20240926

• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

JPM - Meta Platforms_20240926

Meta Connect highlighted continued progress across the company’s Alambitions, which are

JPM_Credit Calls - Thursday, September 26, 2024

KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)