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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
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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
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2024年10月22日
SocGen - Morning Briefing - 18 October 2024
Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in
海外研报
2024年10月22日
SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.
Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
海外研报
2024年10月22日
third-point-q3-2024-investor-letter_tpil (5)
The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas
海外研报
2024年10月22日
