海外研报
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Barclays_September FOMC- A 50bp re- calibration_20240919
The FOMC initiated its rate-cutting cycle today with a largerthan-expected 50bp cut and an SEP showing 100bp of cuts thisyear, followed by 100bp in 2025, 50bp in 2026 and a longer-run
海外研报
2024年09月20日
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
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930
In the week ending Friday, September 27, options pricing data indicate that investors
海外研报
2024年10月02日
GS--From rates to growth - pro-risk with hedges into year-end
After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n
海外研报
2024年10月15日
MS_ECB Review - October Is Not December_20241017
Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.
海外研报
2024年10月18日
GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)
Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n
海外研报
2024年10月22日
UBS - Tesla, Inc
TSLA 3Q24 results and commentary were better than expected and should give bulls
海外研报
2024年10月25日
