海外研报
筛选
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922
Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
海外研报
2024年09月25日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月25日
GS--Aligning our sector recommendations with the macro environment
We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报
2024年09月15日
GS--China: Soft money and credit data in August
August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报
2024年09月15日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月20日
Sunday Start | What's Next in Global Macro Derivative Thinking
All attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We
海外研报
2024年08月19日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
GEMs Equity Wrap-up July 2024
In July 2024, EM equities underperformed all other major regional indices, though allwere in positive territory, india contributed most positively, distantly followed by SouthAfrica, but it was majory offset by the negative performance of Taiwan
海外研报
2024年08月12日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
海外研报
2024年08月12日
