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Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river
***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on
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2024年09月19日
DB_September FOMC preview- How deep is your dove_20240918
We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a
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2024年09月19日
BofA_LatAm Oil & Gas
Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models
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2024年09月19日
BofA Monthly HF Update August 2024
Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated
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2024年09月19日
BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916
Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this
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2024年09月19日
And what do we expect?
y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's
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2024年09月19日
A small step for the dollar or a giant leap against it?
USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
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2024年09月19日
GD--PATH FOR BOE EASING CYCLE IS CLEARING
No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)
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2024年09月19日
Will they do 25 or 50
Today's topics: US equities consolidated, bond yields higher // A three-prongedfocus today for the Fed // Size of rate cut, updated Fed forecasts, and Powell’s press
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2024年09月19日
Weekly - Regional View US_en_1624131
It’s been over 900 days since the Federal Reserve first hiked interest rates inresponse to surging inflation, embarking on one of most aggressive policytightening journeys in history. Now, 2.5 years and
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2024年09月19日
