海外研报

Barclays_Global Economics Weekly Easing time has come

Easing time has comeWhile the US jobs report did not bring final clarity on the size

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02

Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational

GS-- Local Rates or the Fed Cycle? (Zhong/Koul)

MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in

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