海外研报
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Inflation-linked Focus
This morning, France’s inflation surprised strongly to the downside, with
海外研报
2024年10月02日
EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite
Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial
海外研报
2024年10月02日
Dutch pension reform update
Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of
海外研报
2024年10月02日
DB_China Macro September PMI Charts_20240930
Looking ahead,the comprehensive stimulus package (see ournote ChinaMacro:How is This Time
海外研报
2024年10月02日
DB - China Macro - How is this time different_20240930
Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of
海外研报
2024年10月02日
GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting
The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press
海外研报
2024年10月02日
GS--China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September
The NBS manufacturing PMI increased to 49.8 in September from 49.1 in August
海外研报
2024年10月02日
GS--China: Caixin services PMI fell in September
The Caixin China General Services Business Activity Index (headline services PMI)
海外研报
2024年10月02日
GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY
August smartphone shipments in China were +18% YoY, leading to 8M24
海外研报
2024年10月02日
BCA_Did China Just Launch A Bazooka_20240926
. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
海外研报
2024年10月01日
