海外研报
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MS_Charts That Caught My Eye_20240924
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25日
JPM_Japan - BoJ on Track_20240920
The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with
海外研报
2024年09月25日
JPM_Commodity Market Positiong & Flows_20240924
The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,
海外研报
2024年09月25日
GS China Economics Outlook_ September 2024 [Presentation]
Current state of the economy:
海外研报
2024年09月25日
GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)
nmoney funds. Levered demand (proxied by the “households” flow of funds
海外研报
2024年09月25日
GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)
Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报
2024年09月25日
EM EMEA Weekly
Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
海外研报
2024年09月25日
Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923
CITI’S TAKE
海外研报
2024年09月25日
Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923
Outflows from ETH ETFs since their July launches have totaled $610mm,
海外研报
2024年09月25日
