海外研报
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UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018
New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,
海外研报
2024年10月20日
GS--The data, the budget and the UK market
Activity remains solid: The Labour Force Survey (LFS)
海外研报
2024年10月20日
GS--USA_ Housing Starts in Line With Expectations(1)
BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with
海外研报
2024年10月20日
USD: Trumpspeak vs Fedspeak
Strong US retail sales and firm China economic data as well as strong earnings
海外研报
2024年10月20日
UBS--Weekly - Regional View Swiss_en_1625867
The current geopolitical uncertainty contrasts sharply with a generally
海外研报
2024年10月20日
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