海外研报
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MS_China's Deflationary Spillovers_20240708
Deflation in China is spilling over into the US and euro area via
海外研报
2024年10月07日
MS - Sunday Start - Hopeful but Not Yet Confident_20241006
For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报
2024年10月07日
MS - Global Economic and Strategy Implications
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
MS - Global Economic and Strategy Implications (1)
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
JPM_US Weekly Prospects_20241004
A strong September jobs report put the soft landing
海外研报
2024年10月07日
JPM_Global Data Watch_20241004
US data show high-for-long soft-landing scenarios are underappreciated
海外研报
2024年10月07日
GS--European Week Ahead: October 7 - October 13
The key data releases this week include industrial production across the Euro Area,
海外研报
2024年10月07日
DB_Thematic Research - Next week... This week_20241004
The main data release out next week will be the US CPI for September on
海外研报
2024年10月07日
DB_Investor Positioning and Flows - Five Considerations For A Catalyst Rich Month_20241004
This month brings a plethora of potential catalysts with the ongoing geopolitical
海外研报
2024年10月07日
BofA_Trading Catalysts Increased CPI event risk into a stock picker’s earnings season
Economics: What hard landing?
海外研报
2024年10月07日