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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
海外研报
2024年09月19日
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
海外研报
2024年09月19日
Deutsche Bank Research - Amazon - Sep 17
Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis
海外研报
2024年09月19日
DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment
increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
海外研报
2024年09月19日
GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
海外研报
2024年09月19日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
japan-insights-is-japan-multifamily-still-attractive
Is multifamily still an attractive investment in this
海外研报
2024年09月19日
JPM_Credit Calls Wednesday, September 18, 2024
It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and
海外研报
2024年09月19日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
