海外研报
筛选
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
GS--Inflection in volumes on the horizon; eyes on the German market over H2
German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
海外研报
2024年09月10日
Macro & Strategy Flash
The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
海外研报
2024年09月13日
PM_EMASIA18Sep24
Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
海外研报
2024年09月19日
Central_Bank_Weekly__20th_September_202401
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45
海外研报
2024年09月23日
Barclays_Americas Small Cap Research Summary_20240925
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年09月27日
FX Weekly--Like bulls in a China shop
Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been
海外研报
2024年10月01日
GS--F1Q25 Earnings Review: Several puts and takes in F1Q
We see several puts and takes as we step away from NKE’s F1Q25
海外研报
2024年10月08日
GS--Airbus (AIR.PA)_ September O&D_ Soft deliveries (50) as expected but very strong orders
Airbus September deliveries (50) came in ahead of our GS tracker (43, based onPlanespotters Data – see note here) and in line with the figure reported byReuters, a
海外研报
2024年10月11日
SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.
Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
海外研报
2024年10月22日
