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Nomura_Global Economic Outlook Monthly_20240910
Slowing growth with downside risks That is our outlook for the world's three largest economies: the US, China and Germany. COUNTRY AND REGIONAL ECONOMIC OUTLOOKS
海外研报
2024年09月12日
MS_Signals, Flows & Key Data_
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年09月12日
MS_Charts That Caught My Eye_20240910
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月12日
ECB --September 2024 Meeting Preview
We expect a 25bp cut, in line with market pricing. The language in the statement is unlikely to change
海外研报
2024年09月12日
EF--Mixed jobs report offers no definitive signal for the Fed 01
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月12日
JPM--US MARKET INTELLIGENCE ELECTION UPDATE
WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the
海外研报
2024年09月12日
GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,
We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,
海外研报
2024年09月12日
GS--Global Markets Daily: Q&A on the Dollar After the First Cut
Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?
海外研报
2024年09月12日
GS--EASD Day 1 takeaways - long acting insulin
The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)
海外研报
2024年09月12日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
