海外研报

GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area

GS--Global PMI Monitor: Softer Future Expectations (Dong)

The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services

Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't

investor concern about the Logistics & Shipping industry is the extent to which this is driving a

"Is our presidents and economists learning?

President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”

Faith maintained but valuation challenged

DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had

Daily Economic BriefingPBOC stimulus by a thousand cuts

Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and

China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN

The China capacity ‘butterfly’ has emerged and is flapping its

Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle

This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report

GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release

Bitcoin – Rise of the phoenix

Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November