海外研报

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via

MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see

MS - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

MS - Global Economic and Strategy Implications (1)

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

GS--European Week Ahead: October 7 - October 13

The key data releases this week include industrial production across the Euro Area,

DB_Thematic Research - Next week... This week_20241004

The main data release out next week will be the US CPI for September on

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