海外研报
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MS-- FOMC Reaction - September Meeting
• The FOMC lowered the fed funds rate by 50bp to 4.875%. The FOMC statement acknowledged further progress on inflation and risks to
海外研报
2024年09月23日
MS_India has displaced China as the largest MSCI EM market_20240917
India has displaced China as the largest MSCI EM market
海外研报
2024年09月23日
MS_September 20
While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
海外研报
2024年09月23日
The Start of a New Cycle
The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
海外研报
2024年09月23日
UniCredit Carbon Weekly - Long and short of it_20240917
Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.
海外研报
2024年09月23日
UniCredit_BOE REVIEW_20240919
MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
海外研报
2024年09月23日
UniCredit_Sunday Wrap_20240922
Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.
海外研报
2024年09月23日
UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916
EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland
海外研报
2024年09月23日
