海外研报
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SocGen_Hello Autumn – the dollar correction is in a new season_20240926
The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the
海外研报
2024年09月29日
GS--Saving Rate Revised Up to
BOTTOM LINE: Real GDP growth was unrevised at 3.0% annualized in the second
海外研报
2024年09月29日
UBS--Get Ready – for interest rates, elections, and volatility
he US presidential election and tensions in the Middle East can lead to
海外研报
2024年09月29日
Barclays_China stimulus Incremental vs bazooka_20240927
September's Politburo meeting reinforced expectations that
海外研报
2024年10月01日
Citi_US Economics Weekly_20240927
Risks to the outlook for Fed policy remain asymmetrically dovish and we
海外研报
2024年10月01日
UBS--The next surprise?
In the first three quarters, including the month of September, market
海外研报
2024年10月01日
SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October
Business surveys slipping further into recession territory and softer-than-expected
海外研报
2024年10月02日
JPM_Oil Markets Weekly This time, it feels different_20241004
We assume that attacking Iran’s energy facilities would not be Israel’s
海外研报
2024年10月07日
UBS--“Trade-in” program boosts 2H new electric vehicle sales
We turn more positive on the outlook for Chinese
海外研报
2024年10月11日
GS--Global Views: The Data Have Spoken
1. We have cut our 12-month US recession probability back to the unconditional
海外研报
2024年10月11日
