海外研报

GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame

On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital

What's wrong with slow agony?

Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .

VP’s Tactical Outlook 3.0 - One Number

“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the

Viewpoint The Time Has Come

This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the