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GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal

Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life
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Utilities_ REStart_ An alternative returns framework to enhance renewables valuations

Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
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GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)

Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent
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FOMC_cuts_by_50bp

move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
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GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance

In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
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GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe

Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for
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DeskTalk - FOMC risk rally at big levels

DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate
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Commodities Weekly--All systems go in the commodities complex as the Fed begins its easing cycle

Global commodities: Commodities are relishing. In the last seven trading days lead-up to yesterday’s FOMC meeting, the Bloomberg Commodities (BCOM) index
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Citi_The Global Point Thursday, 19 September 2024

Australia/NZ Diversified Financials - AMP is our most non-consensus BuyWe currently recommend three diversified financials stocks as Buys, while we rate
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China_ the playbook for a steeper CNH rates curve

less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
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