海外研报
筛选
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought
海外研报
2024年07月29日
Investment lmplications Of Election and Trump Policies
According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报
2024年08月01日
MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision
Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
海外研报
2024年08月09日
Global Equity Monitor
This monitor uses five charts from the Guide to the Markets to analyse the state of the global equity market and assess where opportunities, and risks, may lie.
海外研报
2024年08月21日
