海外研报
筛选
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
Fed forecast update: a more front-loaded cycle
As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The
海外研报
2024年09月27日
GS--Disinflation Continues Outside of Japan (Pierdomenico)
Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area
海外研报
2024年09月27日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
海外研报
2024年09月27日
Faith maintained but valuation challenged
DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
海外研报
2024年09月27日
Daily Economic BriefingPBOC stimulus by a thousand cuts
Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
海外研报
2024年09月27日
China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN
The China capacity ‘butterfly’ has emerged and is flapping its
海外研报
2024年09月27日
Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle
This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
海外研报
2024年09月27日
