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EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite
Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial
海外研报
2024年10月02日
Inflation-linked Focus
This morning, France’s inflation surprised strongly to the downside, with
海外研报
2024年10月02日
FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit
The views expressed in this report accurately reflect the personal views of the undersigned
海外研报
2024年10月02日
MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930
In the week ending Friday, September 27, options pricing data indicate that investors
海外研报
2024年10月02日
MS_The Weekly Worldview- Tariffs, revisited_20240930
Tariff proposals by former President Trump, if fully
海外研报
2024年10月02日
SocGen - Credit Strategy Weekly - When is the market supposed to tighten
Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,
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2024年10月02日
SocGen - Fixed Income Weekly - Racing to ease
Global bond markets are racing to price-in more easing as central banks show greater
海外研报
2024年10月02日
This Changes Everything
Markets were moving quickly on Friday as conjecture swirled over the selection of a new Prime
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2024年10月02日
UBS - What we've seen in Derivs
After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised
海外研报
2024年10月02日
US_Pulse_Fed_more_wary_of_labour_market_weakness
Most Fed officials have pivoted toward supporting the full employment
海外研报
2024年10月02日
