海外研报

HSBC_China Politburo Meeting-20240926

Politburo meeting delivered a clear tone on supporting economic growth,

SocGen_Hello Autumn – the dollar correction is in a new season_20240926

The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the

GS--Saving Rate Revised Up to

BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second

UBS--Get Ready – for interest rates, elections, and volatility

he US presidential election and tensions in the Middle East can lead to

Barclays_China stimulus Incremental vs bazooka_20240927

September's Politburo meeting reinforced expectations that

Citi_US Economics Weekly_20240927

Risks to the outlook for Fed policy remain asymmetrically dovish and we

UBS--The next surprise?

In the first three quarters, including the month of September, market

SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October

Business surveys slipping further into recession territory and softer-than-expected

JPM_Oil Markets Weekly This time, it feels different_20241004

We assume that attacking Iran’s energy facilities would not be Israel’s

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese