海外研报
筛选
Weekly commentary--Our anchor in choppy markets
Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.
海外研报
2024年10月11日
Financial Capital Navigator
The instruments on this list are only suitable for sophisticated investors with
海外研报
2024年10月11日
GS--Infrastructure Act spending starting to emerge and wastewater
We attended the Water Environment Federation’s Technical Exhibition and
海外研报
2024年10月12日
GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?
Despite high market expectations for proactive fiscal support early this year,
海外研报
2024年10月12日
Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1
The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut
海外研报
2024年10月12日
Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007
• Rate pressure reflects congested dealer balance
海外研报
2024年10月12日
Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010
The September CPI report was stronger than expected, led by core and food inflation.
海外研报
2024年10月12日
BofA - Hartnett - The Flow Show To Xi, or not to Xi_20241010
Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods
海外研报
2024年10月12日
BofA_Global Economic Weekly Not so fast (vol II)_20241011
Last week, stronger-than-expected US payrolls led the market to once again reprice the
海外研报
2024年10月12日
DB--ECB Preview: Pivot point
We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker
海外研报
2024年10月12日
