海外研报
筛选
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
GS--Central Bank Recap | China Consumption
This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
海外研报
2024年09月22日
GS FX Morning Notes: BoJ Exercises Patience
No major surprises as the BoJ kept rates on hold and left the tone of the language
海外研报
2024年09月22日
GS--GS TWIG Notes: This Week in Global Research - September 20, 2024
Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
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2024年09月22日
GS-- Highlighting reasonably valued laggards in an expensive market
Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials
海外研报
2024年09月22日
IntradayFXView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月22日
USB--Focus on alpha opportunities in muted macro backdrop
• China’s macro data for August largely disappointedto the downside again across consumption,
海外研报
2024年09月22日
GS--Japan Economic Flash: BOJ Maintains Rate-Hike Stance (Otani)
The Bank of Japan (BOJ) held its Monetary Policy Meeting (MPM) on September19-20, and as was widely expected, the policy rate was maintained at 0.25%.
海外研报
2024年09月22日
GS--Japan Focus of the Week: LDP Presidential Election, September Tokyo CPI
Focus Next Weekn The LDP presidential election will be held on September 27. Among the nine
海外研报
2024年09月22日
GS--Revisiting unrealized RE gains
TOPIX: 2,642.35 (2.8%) / NK225: 37,723.91 (3.1%)n Top sectors: Marine Transport, Non-Ferrous Metals
海外研报
2024年09月22日
