海外研报
筛选
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
JPM_Japan - BoJ on Track_20240920
The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with
海外研报
2024年09月25日
GS--Disinflation Continues Outside of Japan (Pierdomenico)
Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area
海外研报
2024年09月27日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06
The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
海外研报
2024年09月28日
