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BoK preview – Policymakers are likely to maintain a cautious stance
The BoK is expected to maintain its cautious stance due to mounting concerns about thehousing market. Sluggish activity data, including the contraction in 2Q GDP and sustained
海外研报
2024年08月18日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年08月26日
Weekly Warm-up: Happy "Labor" Day
Mixed Signals...The correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected
海外研报
2024年09月05日
BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE
Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报
2024年09月10日
electionwatch-12-september-2024-v7
With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring
海外研报
2024年09月13日
