海外研报

MS on Tariffs - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

Nomura_The Economy Next Week_20241018

Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China

OutlookforIndia-102024_updated

India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and

SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.

Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

GS--Checking in on softlines ahead of 3Q earnings;

Remain cautiously optimistic but expect volatility through 2H: We have

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update001

The MXAPJ Index dropped 0.5% today. Australia and Taiwan markets outperformed,