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GS--China Economic Activity and Policy Tracker: September 20
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年09月22日
GD--BEIJING’S RALLY
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年09月28日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报
2024年09月28日
BofA_FX Viewpoint Risk Managing the USD_20240926
• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"
海外研报
2024年09月28日
BofA_Meta Platforms Inc Connect provides holographic glasses reveal,
Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &
海外研报
2024年09月28日
Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product
Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially
海外研报
2024年09月28日
JPM - Meta Platforms_20240926
Meta Connect highlighted continued progress across the company’s Alambitions, which are
海外研报
2024年09月28日
JPM_Credit Calls - Thursday, September 26, 2024
KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)
海外研报
2024年09月28日
JPM_Telecom_Argentina_Fe_2024-09-25
Earlier today, Telecom Argentina held an Investor Day in New York, which we
海外研报
2024年09月28日
