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GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
海外研报

Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to
海外研报

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets
海外研报

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of
海外研报

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium
海外研报

JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show
海外研报

USB--Chinese equities

China delivered a surprisingly robust stimulus package, with
海外研报

China_s_stock_market_frenzy__1

China’s stock market frenzy
海外研报

GS--Markets soared 16%-17% on policy stimulus

MXCN/CSI300 soared 16.6%/15.7% this week, the 2nd
海外研报

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November
海外研报