海外研报
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GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking
We have just returned from marketing in the UK between 23rd and 27th September.
海外研报
2024年10月01日
Even lower than we expected
This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,
海外研报
2024年10月01日
GS--Greater China Semis: August: IC production +18% YoY
August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%
海外研报
2024年10月01日
GS CHINA - What's New since Friday Close?
Asia (both DM and EM combined) was the most
海外研报
2024年10月01日
Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba
The Kishida administration inherited and developed Abenomics (bold
海外研报
2024年10月01日
JPM_US Weekly Prospects_20240927
Surveys relating to the manufacturing sector remained downbeat this week, and August factory
海外研报
2024年10月01日
FX Weekly--Like bulls in a China shop
Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been
海外研报
2024年10月01日
MS - As the Fed recalibrates, what does it mean in a global context
The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,
海外研报
2024年10月01日
MS China Equity Strategy - Is A New Rally Beginning
What are the qualifications/criteria for investment entities
海外研报
2024年10月01日
MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data
The Fed delivered on what we thought was the best short-term
海外研报
2024年10月01日
