海外研报

HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002

The policy package thus far has lifted sentiment, but what’s

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,

Retaliation--Global Daily Market comments

China’s equity indices either did very well, or very poorly, depending on your reference. The

UBS--Impact of rates, cyber risks, and US backing of UN's plastics treaty

The interest rate easing cycle has started, creating

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from