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GS--China in Transition China’s capacity -the imbalance,the inflections, and beyond cycles

海外研报

GS--转型中的中国 中国的能力 ——失衡、转折和超越周期

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MS--Sunday Start | What's Next in Global Macro On Tenterhooks

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MS--全球宏观的下一步是什么 焦虑不安

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MUFG-- FX Weekly Some relief for high beta G10 FX

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MUFG--外汇周刊 2024年8 月9日 高贝塔系数G10 FX有所缓解

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SG--Week Ahead in Economics All eyes on US inflation and consumer data; China economy still weak

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SG--经济未来一周 所有人的目光都集中在美国通胀和消费 者数据上;中国经济依然疲软

海外研报

“When the facts change…”: follow-up on the Fed

In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US
海外研报

Australian Macro Weekly

A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报