海外研报
筛选
GS--The data, the budget and the UK market
Activity remains solid: The Labour Force Survey (LFS)
海外研报
2024年10月20日
USD: Trumpspeak vs Fedspeak
Strong US retail sales and firm China economic data as well as strong earnings
海外研报
2024年10月20日
UBS--Weekly - Regional View Swiss_en_1625867
The current geopolitical uncertainty contrasts sharply with a generally
海外研报
2024年10月20日
GS--Policy Address brings more supportive measures
Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in
海外研报
2024年10月22日
MS--Addressing Your Top Questions on China Stimulus
The policy pivot is significant, but we haven't reached the
海外研报
2024年10月22日
MS - China's Fiscal Package Part 1
0.5ppt of GDP fiscal stimulus this year• 30bp policy rate cut; 50bp RRR cut (with forward
海外研报
2024年10月22日
MS - Why China's Hesitancy to Enact Forceful Fiscal Easing (1)
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
MS - Why EA Fiscal Policy is likely to get tighter
This week Jens Eisenschmidt, Jean-Francois Ouvrard and Skander
海外研报
2024年10月22日
