海外研报

MS-- September 13

STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China

BofA - Who Makes the Data Center - primer picks

Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to

TECHNICAL ANALYSIS--2y UST, 10y UST, 10y Bund, Canada 10y,

2y UST defended the lower limit of its range since last year at 3.55%/3.51% resulting in a steady rebound. The move has