Macro Strategy: The Travails of Resurgent Risk Catalysts
The resurgence of inflationary risk: rising geopolitics tension led to stronger oil price, US strike port, solid Sep NFP data, and China stimulus.
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BRIDS Monthly Update Economic & Fixed Income Research September 2024
The global easing cycle has officially commenced. While some nations implemented rate cuts earlier due to their specific growth concerns, others...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sept 30 , 2024
The broad China stimulus from both monetary and fiscal portray substantial escalation from previous measures, a key game changer.
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Macro Strategy: The Fulcrum of China’s Stimulus
The broad China stimulus from both monetary and fiscal portray substantial escalation from previous measures, a key game changer.
243 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, Sept 23 , 2024
The outsized initial FFR cut of 50 bps would set the stage for global central banks’ trajectory as the Fed tries not to fall behind the curve.
479 Views