海外研报

MS--Addressing Your Top Questions on China Stimulus

The policy pivot is significant, but we haven't reached the

GS--US Week Ahead: October 21 - October 27

Monday, October 21There are no major economic data releases scheduled.

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

GS--Policy Address brings more supportive measures

Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in

Top of Mind_ Post-election economic policies

With all eyes on the fast-approaching US election amid a close race between two

Bottom Line October 19 2024 Buckle Up!

The key unknown for the election outcome is whether the betting odds, which

When Things Kinda Make Sense

I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

US Week Ahead_ October 21 - October 27

08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks