海外研报
筛选
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
Our forecast for BoJ's next hike frontloaded to January
We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
海外研报
2024年08月15日
