海外研报
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BofA - Savita Subramanian - Equity Strategy Focus Point_20240919
Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,
海外研报
2024年09月20日
BofA_US Watch September FOMC meeting- A hawkish 50_20240918
A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
海外研报
2024年09月20日
CB Views_ September 2024 FOMC Recap
The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was
海外研报
2024年09月20日
China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
Citi_The Global Point Thursday, 19 September 2024
Australia/NZ Diversified Financials - AMP is our most non-consensus BuyWe currently recommend three diversified financials stocks as Buys, while we rate
海外研报
2024年09月20日
Commodities Weekly--All systems go in the commodities complex as the Fed begins its easing cycle
Global commodities: Commodities are relishing. In the last seven trading days lead-up to yesterday’s FOMC meeting, the Bloomberg Commodities (BCOM) index
海外研报
2024年09月20日
DeskTalk - FOMC risk rally at big levels
DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate
海外研报
2024年09月20日
GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe
Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for
海外研报
2024年09月20日
FOMC_cuts_by_50bp
move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报
2024年09月20日
GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal
Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life
海外研报
2024年09月20日
