海外研报

GS--Global: GS Economic Indicators Update: Spain and UK CAI Continue to Outperform

Please find an update of our proprietary global economic indicators below. The data

GS--Oil on the boil - more reflationary momentum across assets

Last week tensions in the Middle East triggered a large

MS_AlphaWise US Consumer Pulse Survey Wave 58_20241007

Consumers May Start Spending Earlier This Holiday Season. With

GS-- Laopu Gold initiation

China Banks - Possible implications of reported Rmb 1tn capital injection. The

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

MS--Global Macro Commentary | Global October 9

FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead

GS--China’s Reluctant Fiscal Easing: How, Why, and What’s Ahead?

Despite high market expectations for proactive fiscal support early this year,

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024