海外研报

GS--Foreign buying led by Taiwan; Large inflows into US ETFs

Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$1.1bn) this

Curve to further steepen on “many more” rate cuts

sharp market rally since Q224, we expect US rates to stay in a range near term.

MS_Employment report preview_ Solid September_20240927

We forecast payrolls rose 160k, average hourly earnings rose

Week Ahead in Economics

A consensus-beating US labour market report has firmly pushed the Fed towards a 25bp,

JPM_G10 FX