海外研报
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JPM - trading the easing cycle01
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月20日
JPY: FOMC review and BoJ preview
from the previous 5.25%-5.50% to 4.75%-5.00%. Since market expectations were divided between a 25bp cut and a 50bp cut (with the market leaning slightly
海外研报
2024年09月20日
GS--Macro at a Glance: Latest views and forecasts
n Revised our Fed policy rate forecast and now expect a longer string ofconsecutive 25bp cuts from November 2024 through June 2025 (vs. quarterly
海外研报
2024年09月20日
GS--Norges Bank—On Hold with Hawkish Guidance; We Now See One Cut in 2024
BOTTOM LINE: Norges Bank’s Monetary Policy Committee decided to keep thepolicy rate on hold at 4.5%, in line with our and consensus expectations. The
海外研报
2024年09月20日
GS--Taiwan: CBC Keeps Policy Rate Unchanged, Tightens Selective Credit Control and Raises RRR
. Taiwan’s central bank (CBC) kept its benchmark policy rate unchanged at 2.0%.
海外研报
2024年09月20日
GS--The 720: Korea Value in Action, FOMC, Trip.com, Japan Autos, India CIO tour, Indonesia Banks
Korea Value in Action - Continuing the trend toward improved shareholder returns.Policymakers have continued to implement support measures, and we believe the1
海外研报
2024年09月20日
GS--Capital Markets Day: In-line targets relative to elevated expectations;
T-Mobile Capital Markets Day highlights in-line financialmetrics, with strong broadband targets on fixed wireless and
海外研报
2024年09月20日
GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance
In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
海外研报
2024年09月20日
GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)
Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
