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GD--PATH FOR BOE EASING CYCLE IS CLEARING
No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)
海外研报
2024年09月19日
A small step for the dollar or a giant leap against it?
USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
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2024年09月19日
And what do we expect?
y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's
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2024年09月19日
BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916
Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this
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2024年09月19日
BofA Monthly HF Update August 2024
Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated
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2024年09月19日
BofA_LatAm Oil & Gas
Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models
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2024年09月19日
DB_September FOMC preview- How deep is your dove_20240918
We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a
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2024年09月19日
Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river
***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on
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2024年09月19日
