海外研报

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on

BofA - Savita Subramanian - US Performance Monitor What seasonality_20241001

S&P 500 defies gravity in the seasonally weakest month

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

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

BofA_Global FX Weekly Let’s assume no kaos_20241004

G10. Hawkish Powell vs. dovish Lagarde, Bailey and Ishiba led to USD strength. Middle

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd

China_s_stock_market_frenzy__1

China’s stock market frenzy

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets