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Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月20日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月25日
BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922
Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
海外研报
2024年09月25日
China_s_stimulus_package_ten_reactions
Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
海外研报
2024年09月25日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
海外研报
2024年07月04日
Hong Kong: Retail sales fell further in May
On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales
海外研报
2024年07月04日
The Long-term StrategistAre annuities a good retirement investment?
We diseussed last month how the move from defined-benefit to defined-contribution pension saving shifted market and longevity risk to workers,who have become quite coneerned they may outlive their savings.But not all is lost as workers can buy lifetime
海外研报
2024年07月30日
