海外研报
筛选
CUB--Currencies monthly view
• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报
2024年09月22日
GS--mplications of dovish Fed for Asian FX and rates markets
1. Implications of a US soft landing outlook for Asian FX markets. The Fed’s50bps cut earlier this week appears to have calmed market fears of a US recession.
海外研报
2024年09月23日
MS_India has displaced China as the largest MSCI EM market_20240917
India has displaced China as the largest MSCI EM market
海外研报
2024年09月23日
MS_September 20
While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
海外研报
2024年09月23日
