海外研报
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UBS--Limited surprise and focus on long-term direction
More policies to attract talent: The Hong Kong
海外研报
2024年10月20日
MS - Why China's Hesitancy to Enact Forceful Fiscal Easing
Forceful fiscal easing to support consumption is needed to
海外研报
2024年10月22日
MS Sunday Start - Looking Back from Over There
After a week speaking with clients in London, I am struck by both the parallels and
海外研报
2024年10月22日
GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)
The historically large flattening and inversion of the US yield curve over the past
海外研报
2024年10月22日
UBS--Hong Kong banks: Navigating challenges in HK's CRE market
1H24 net profits decline: Hong Kong banks' net
海外研报
2024年10月23日
GS--Reflation divergence: US exceptionalism continues
Risk appetite continued to pick up last week, with our Risk
海外研报
2024年10月23日
JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
