海外研报

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

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--US Week Ahead: October 7 - October 13

The key economic data release this week is the CPI report on Thursday. There are