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EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics

Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报

AEJ Week Ahead_ PMIs across the region

海外研报

Citi_Global Economics Shock simulation- A US tariff increase with retaliation_20241104

海外研报

MS - Friday Finish - The Noise Continues and So Does the Fed_20241115

海外研报

MUFG 亚洲外汇：印度储备银行和非农就业报告成为焦点

海外研报

SocGen - FX Outlook 2025 - When will the dollar’s light fade

海外研报

BofA_US Watch November PCE inflation tracking. Some relief_20241212

海外研报

GS. Top of Mind_ 2024_ 4 themes in charts(1)

海外研报

Goldman 美国经济分析师 2025 年的 10 个问题 （Mericle : Phillips）

海外研报

GS Global Rates Trader_ Starting Stretched

海外研报