海外研报

Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007

• Rate pressure reflects congested dealer balance

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

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

The key economic data release this week is the CPI report on Thursday. There are