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MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits
The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
海外研报
2024年09月24日
UBS--Opportunities in currencies and commodities
• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
海外研报
2024年09月24日
PreciousMetalsTradingDeskView_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年09月24日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
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2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
SocGen - Fixed Income Special - Convergence in sovereign greeniums
The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
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2024年09月24日
SocGen - Fixed Income Weekly - Soft landing vibes
The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
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2024年09月24日
SocGen - On Our Minds - BoJ’s next rate hike depends on fate of US economy
The BoJ kept its policy rate at 0.25% today. At the press conference, in relation to the
海外研报
2024年09月24日
SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist
Following a similar move in June, the CBC announced a 25bp increase in the required
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2024年09月24日
SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise
The surprise move by the Fed implies a high level of confidence that inflation is on track to
海外研报
2024年09月24日
