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Barclays_Global Macro Thoughts A borderline decision_20240923
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年09月24日
Barclays_Tesla, Inc_20240923
Decomposing 3Q24 deliveries:Healthy result to avoid negative
海外研报
2024年09月24日
BofA - Paul Ciana - Technical Advantage Powell for the people_20240923
US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed
海外研报
2024年09月24日
BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is
Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
海外研报
2024年09月24日
Cheatsheet - G10 & EM Week Ahead_ The party continues
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年09月24日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923
CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower
海外研报
2024年09月24日
CrossAssetWeekly_20240920_en (1)
The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
海外研报
2024年09月24日
GS--Quick take: Trends show moderate upgrade in September
We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
海外研报
2024年09月24日
FX Weekly--Muted USD reaction as Fed easing begins
FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
海外研报
2024年09月24日
