海外研报

US Week Ahead_ September 9 – September 15

The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment

US_Inflation_Monthly_August_CPI_preview

We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,

US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut

US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds

GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES

fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different

GS-- Communacopia + Technology Conference 2024 — Key Takeaways

Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM