海外研报
筛选
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
海外研报
2024年08月29日
Global FX weekly What’s next for the USD?
USD. Close to fair value, balanced risks near term, but we remain bearish further out.China matters despite decoupling optics, could further restrain near-term USD sell-off.
海外研报
2024年09月02日
US Week Ahead_ September 9 – September 15
The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
海外研报
2024年09月10日
GD--US ELECTION – GETTING READY FOR (TRADE) WAR
Here we go again. The US election has a binary outcome for China macro and markets. While
海外研报
2024年10月25日
