海外研报
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MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small
Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
海外研报
2024年09月10日
USD Rates Chart Pack
Relative value models and analysis◼ This weekly publication updates US rates relative value models and
海外研报
2024年09月13日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
DB_Investor Positioning and Flows_20240920
Our measure of aggregate equity positioning rose modestly again this week but is not yet elevated and only about mid-way within the upper half of its long-run band (z score
海外研报
2024年09月23日
China: PBoC provides some pre-Golden week cheer
The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet
海外研报
2024年09月27日
MS Sunday Start - Is Policy or Data More Important for Markets
Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see
海外研报
2024年10月01日
