海外研报
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MS - Why China's Hesitancy to Enact Forceful Fiscal Easing (1)
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
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
2024年10月22日
MS--Addressing Your Top Questions on China Stimulus
The policy pivot is significant, but we haven't reached the
海外研报
2024年10月22日
What drives US voters?--US special
We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find
海外研报
2024年10月22日
GS--US Week Ahead: October 21 - October 27
Monday, October 21There are no major economic data releases scheduled.
海外研报
2024年10月22日
GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)
Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n
海外研报
2024年10月22日
GS--Policy Address brings more supportive measures
Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in
海外研报
2024年10月22日
Top of Mind_ Post-election economic policies
With all eyes on the fast-approaching US election amid a close race between two
海外研报
2024年10月22日
GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers
We examine the changing retail landscape in Australia amid: 1) the re-acceleration of
海外研报
2024年10月22日
Bottom Line October 19 2024 Buckle Up!
The key unknown for the election outcome is whether the betting odds, which
海外研报
2024年10月22日
