海外研报
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MINUTES REVEAL LOST CONFIDENCE, BENCHMARK PAYROLL REVISION UNDERSCORES THE POINT
The FOMC is a lot less sure about whether policy is in the right spot than it was six weeks ago. Then, we read howmonetary policy was “well positioned” to handle whatever came next. No such phrasing in July, just handwringing
海外研报
2024年08月23日
DB CoTD: Flat! – Jim Reid
Regular readers will know that I’m a big fan of the predictive power of the yield curve in terms of forecasting the US cycle. However, it’s fair to say that its
海外研报
2024年09月06日
BofA --Securities Equity Client Flow Trends
Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
海外研报
2024年09月11日
Indonesia_ BI cuts rates and signals further easing
Bank Indonesia cut its benchmark policy rate by 25bps to 6.00% in September.The deposit facility rate and lending facility rate were also lowered to 5.25% and
海外研报
2024年09月20日
USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields
Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报
2024年09月24日
