海外研报
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GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
海外研报
2024年09月27日
Faith maintained but valuation challenged
DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
海外研报
2024年09月27日
Daily Economic BriefingPBOC stimulus by a thousand cuts
Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
海外研报
2024年09月27日
China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN
The China capacity ‘butterfly’ has emerged and is flapping its
海外研报
2024年09月27日
Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle
This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
海外研报
2024年09月27日
GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts
BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release
海外研报
2024年09月27日
Bitcoin – Rise of the phoenix
Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November
海外研报
2024年09月27日
SocGen - European Economic Outlook - Growth close to potential and diverging fortunes
GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
海外研报
2024年09月27日
