Macro Strategy: Welcoming the New Government
The new president's inaugural speech emphasized commitment to unity and leadership, economic self-sufficiency and equality for all.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 14 , 2024
China’s MoF press conference still lacked details and figures, but it did signal flexibility for more counter-cyclical measures on the fiscal side.
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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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