海外研报
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GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli
With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data
海外研报
2024年09月10日
GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
海外研报
2024年09月10日
GD--NAVIGATING THE US SOFT PATCH
A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign
海外研报
2024年09月10日
GD--NERVOUS BULLS
September’s risk relapse is a reminder that the summer turbulence has impaired market sentiment. ▪ Slowdowns do not necessarily portend recessions, nor are stock market corrections necessarily the harbinger
海外研报
2024年09月10日
Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
Barclays_Barclays Equity Factor Insights_ September
We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US
海外研报
2024年09月10日
BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE
Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报
2024年09月10日
CR--Market comments
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月10日
GS--China Consumer Staples: Expert call takeaways
On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
海外研报
2024年09月10日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
