海外研报
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JPM_G10FX_20241023
Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations02
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
BofA_Situation Room Weaker foreign demand for back-end bonds_20241023
The lack of demand for back-end bonds from foreign investors is one reason for the
海外研报
2024年10月25日
Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024
CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.
海外研报
2024年10月25日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月14日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月14日
What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
海外研报
2024年08月14日
GS-- U/G IBTA to Buy; D/G YELP to Neutral
Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for
海外研报
2024年10月14日
US Week Ahead: July 1 – July 7
The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.
海外研报
2024年07月01日
