海外研报
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EF--Mixed jobs report offers no definitive signal for the Fed 01
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月12日
ECB --September 2024 Meeting Preview
We expect a 25bp cut, in line with market pricing. The language in the statement is unlikely to change
海外研报
2024年09月12日
MS_Charts That Caught My Eye_20240910
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月12日
MS_Signals, Flows & Key Data_
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年09月12日
Nomura_Global Economic Outlook Monthly_20240910
Slowing growth with downside risks That is our outlook for the world's three largest economies: the US, China and Germany. COUNTRY AND REGIONAL ECONOMIC OUTLOOKS
海外研报
2024年09月12日
GS--Slowing growth with downside risks That is our outlook for the world's
At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously
海外研报
2024年09月12日
SocGen - FX Pulse - Weekly FX summary – 9 September
US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on
海外研报
2024年09月12日
SocGen - Market Wrap-up - New issue premiums are not that low
New issue volumes have been very strong and have been taken down quickly by a highly receptive market. However, the higher new issue premiums are a nice
海外研报
2024年09月12日
SocGen - On Our Minds - Bank Indonesia - Rate cut coming to town
Following a surprise hike in April, when currency and bond yields succumbed to rising risk-off pressure due to the then hawkish stance of the Fed, we now anticipate that Bank
海外研报
2024年09月12日
GS--The 720: China’s Capacity, China+ Conference Takeaways
China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The
海外研报
2024年09月12日
