海外研报
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GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP
September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at
海外研报
2024年10月22日
GD--ECB: 25BP NOW, 25BP IN DEC
The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we
海外研报
2024年10月22日
BofA - Savita Subramanian - Equity Strategy Focus Point Equity investors’ guide to
Does politics matter for stocks?
海外研报
2024年10月22日
Bottom Line October 19 2024 Buckle Up!
The key unknown for the election outcome is whether the betting odds, which
海外研报
2024年10月22日
GS--Policy Address brings more supportive measures
Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in
海外研报
2024年10月22日
MS--Addressing Your Top Questions on China Stimulus
The policy pivot is significant, but we haven't reached the
海外研报
2024年10月22日
MS - China's Fiscal Package Part 1
0.5ppt of GDP fiscal stimulus this year• 30bp policy rate cut; 50bp RRR cut (with forward
海外研报
2024年10月22日
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
