海外研报
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GS--Post-election economic policies, more monetary easing, lower long-term US equity returns2265
Post-election economic policies
海外研报
2024年10月25日
WK20241023--WEEKLY FLOWS & HOLDINGS
iFlow Mood shows the market is in risk-on mode. iFlow Carry is negative while iFlow
海外研报
2024年10月25日
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报
2024年09月15日
PM_China+18Sep24
The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%
海外研报
2024年09月19日
CB Views_ September 2024 FOMC Recap
The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was
海外研报
2024年09月20日
Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested
The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报
2024年09月15日
Supply and Cash Flow Monitors
Risk analysis may be conducted at the financial instruments level. Among the information normally used to define the risks, are (1) publications produced
海外研报
2024年07月08日
Surprise MET Increase for Uranium in Kazakhstan
New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
海外研报
2024年07月11日
DB CoTD: It's patently obvious...
A reminder that we publish a weekly AI newsletter looking at all the rapidly evolving news flow in the field. This week’s edition is just out here and looks at how OpenAI
海外研报
2024年07月11日
