海外研报
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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
GS--Recent Export Trends in Asia—Moderation Continues
Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained
海外研报
2024年09月24日
CrossAssetWeekly_20240920_en (1)
The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
海外研报
2024年09月24日
MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits
The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
海外研报
2024年09月24日
UBS--Opportunities in currencies and commodities
• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
海外研报
2024年09月24日
