宏观专题报告：房地产市场运行逻辑辨析及未来展望 宏观大类日报：长期资金入市空间进一步打开 11月FOMC议息会议点评：美联储按兵不动，降息交易尚待时日 11月流动性展望：后续资金利率中枢的两种可能性 宏观专题：美联储11月议息会议前瞻-预计11月按兵不动，“买入波动率” CFTC持仓分析周报 全球波动率数据及外汇综合报告：关注日本央行10月议息会议 不排除再度调整YCC政策可能 宏观经济专题报告：季节性因素带动10月PMI回落 宏观大类日报：美联储继续按兵不动 风险资产反弹 PMI数据点评：景气指数边际回落，经济修复仍然曲折

The Flying Dutchman Third new city expansion in a row; a concern, but no surprise Rental growth still key amid rate hikes 1H15 preliminary results - Beats low guidance Hold: 2Q15 preview, headwinds in second half Gaming Hardware: Consoles are Coming to China; Don’t Expect Meaningful Impact...for now Oil Services & Equipment: 2Q Earnings: Thoughts and Observations Large Cap Banks: Fed Weekly: C&I Loans Down Again Last Week,Offset Partly by Strong CRE Growth Made in China: Insurance: 1H15 preview; Toll Road: Stay defensive; Tourism; Property Time to rotate into Air China, the laggard: Issues positive profit alert, non-public A-share issue will reduce gearing