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GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP

September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at
海外研报

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US
海外研报

OutlookforIndia-102024_updated

India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and
海外研报

Nomura_The Economy Next Week_20241018

Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China
海外研报

MS Sunday Start - Looking Back from Over There

After a week speaking with clients in London, I am struck by both the parallels and
海外研报

MS on Tariffs - 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

MS - Why EA Fiscal Policy is likely to get tighter

This week Jens Eisenschmidt, Jean-Francois Ouvrard and Skander
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MS - Why China's Hesitancy to Enact Forceful Fiscal Easing

Forceful fiscal easing to support consumption is needed to
海外研报

MS - Why China's Hesitancy to Enact Forceful Fiscal Easing (1)

Forceful fiscal easing to support consumption is needed to
海外研报

MS - China's Fiscal Package Part 1

0.5ppt of GDP fiscal stimulus this year• 30bp policy rate cut; 50bp RRR cut (with forward
海外研报