海外研报

CB Views_ September 2024 FOMC Recap

The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was

BofA_US Watch September FOMC meeting- A hawkish 50_20240918

A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,

BofA - Savita Subramanian - Equity Strategy Focus Point_20240919

Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,

Weekly - Regional View Emerging Markets_en_1623966

Panama's strategic role as a transportation and financial hub, coupled withrobust growth in sectors such as construction, commerce, and transport,