海外研报
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JPM_Positioning Intell Asia_20241004
Overall flows... APAC was net bought over the past month as China headlines stole the show
海外研报
2024年10月08日
GS--Markets soared 16%-17% on policy stimulus
MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd
海外研报
2024年10月08日
BofA_US Watch An A+ jobs report_20241004
Strength across the board, only 25bp warranted in November
海外研报
2024年10月08日
BofA_Situation Room Geopolitics vs IG credit_20241001
Iran attack on Israel is another reminder that geopolitical risks remain high. Our
海外研报
2024年10月08日
BofA_Global FX Weekly Let’s assume no kaos_20241004
G10. Hawkish Powell vs. dovish Lagarde, Bailey and Ishiba led to USD strength. Middle
海外研报
2024年10月08日
BofA_Global Economic Weekly Jobs, cuts, and risks_20241004
Following the Fed’s pivot to the labor market, all eyes are set on US non-farm payrolls
海外研报
2024年10月08日
BofA_Federal Reserve Watch No need for another 50_20241004
Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably
海外研报
2024年10月08日
BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004
This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with
海外研报
2024年10月08日
