海外研报

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank - Mapping Markets Oct 21 (1)

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP

September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at

CitiFX Techs - US rates_ Momentum vs resistance

US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,

GS--China: PBOC delivers 25bp cut to both 1-year and 5-year LPR

The PBOC delivered 25bp cuts to both the 1-year and 5-year LPR today (Oct 21st)

Cheatsheet - G10 & EM Week Ahead_ Stay focused

By Varshi Karamsetty, Naveen Nair,Valery Berenshtein

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US

BofA_Global Macro Watch Known Unknowns 20 – 25 October

What happens in DC doesn’t stay in DC