海外研报
筛选
GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,
Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报
2024年09月15日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
Friday The 13th: The Cutting Cycle
Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
海外研报
2024年09月16日
GS--KOSPI rebounded by 1% despite sustained semi weakness
KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报
2024年09月16日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报
2024年09月16日
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
GS--Toast Inc. (TOST): Communacopia + Technology Conference — Key Takeaways
Presenters: Aman Narang, Co-Founder & CEO; Elena Gomez, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月17日
GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
海外研报
2024年09月19日
GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance
In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
海外研报
2024年09月19日
