海外研报
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Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
This week in Japan (8 July)
The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will
海外研报
2024年07月09日
Tech Diffusion: Navigating AI Oversupply
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the
海外研报
2024年07月09日
Never (OK, rarely) short a dull market
Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月10日
Mizuho China Weekly Outlook
Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about
海外研报
2024年07月10日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
海外研报
2024年07月10日
BA pleads guilty to criminal fraud. How could this affect BDS in the future?
On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
海外研报
2024年07月10日
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
海外研报
2024年07月10日
