海外研报

The Global Point Wednesday, 21 August 2024

Geopolitical and economic risks are back in focus. We update our proprietary Geoeconomic Risk Premium model, which measures how much of a “geo-economic”

Can the PBoC achieve its conflicting goals this time?

Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,

Yield drop drives gold to records, dollar into downtrend

When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically

FF--Everything as it should b

Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model

US Equity Strategy | North America Vintage Values 2025

Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the