海外研报

CHINA ECONOMIC UPDATE

July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand

Chart Spotlight – Growth surprises matter

The growth outlook has taken on increased importance. CPI used to be the only game in town for policy decisions. But at the July meeting the BoC pivoted more dovish and made two notable

The Powell of the Powerless-Global Daily

The Fed Chair’s dovish Jackson Hole speech was analysed pithily by our Fed watcher Philip Marey: “Regarding the Fed’s initial diagnosis that inflation was “transitory”, Powell tried to hide

Trading on financial conditions

We present a financial conditions indicator (FCI) for the USmarket that is available at a high frequency, can be closely.

Precious Metals Trading Desk View

The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed

10 Facts about the US Treasury market Monitoring demand for US government debt

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

Oil Analyst Reducing Our Brent Range to 70-85

We reduce our range for Brent prices by $5/bbl to $70-85, and our 2025 averageBrent forecast to $77/bbl (vs. $82 prior), reflecting upside surprises to OECD

From the Global Director of Research | North America

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

Europe hon Rosearch Othar 27 Agu81 2024

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