海外研报

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut

Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007

• Rate pressure reflects congested dealer balance

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.

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

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

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts