海外研报

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the

Asia FX Outlook Q4 2024 - Ride with the tide02

This year so far, we saw strong world trades and a resilient global economy. We expect the

BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,

BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable

What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the

GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down