海外研报
筛选
GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS
By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated
海外研报
2024年09月20日
GD--LONG RISK – REVIEWING OUR KEY TRADES
We maintain our risk on positioning (equal weight S&P 500 & high-yield creditfocused trades) as the combination of Fed rate cuts and resilient growth will send
海外研报
2024年09月20日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
A jumbo cut to start the easing cycle
The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to
海外研报
2024年09月20日
GS--3Q Uniform Rental Sentiment Survey reveals stable growth outlook
Our 3Q Uniform Rental Sentiment Survey, which provides a rolling six-monthforward-looking view on multiple dimensions of the industry, points to a stable
海外研报
2024年09月20日
GS--Non-Residential Construction: August Data Mixed Despite Outlook for Lower Rates
Key Data Points Diverge: The Dodge Momentum Index rose 3% sequentially inAugust and was 24% higher YOY, while the Architecture Billings Index declined to45
海外研报
2024年09月20日
GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI
Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报
2024年09月20日
GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb
Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
海外研报
2024年09月20日
