海外研报
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FOMC_cuts_by_50bp
move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报
2024年09月20日
GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal
Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life
海外研报
2024年09月20日
GS Healthcare_ Contextualizing the Cut
On the back of yesterday’s FOMC meeting, GS economists see 50bp as the nright move in light of the good inflation news and the risk of further labor market
海外研报
2024年09月20日
Indonesia_ BI cuts rates and signals further easing
Bank Indonesia cut its benchmark policy rate by 25bps to 6.00% in September.The deposit facility rate and lending facility rate were also lowered to 5.25% and
海外研报
2024年09月20日
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
