海外研报

GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming

BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August

BofA_Fed goes 50 – implications for SMID caps_20240919

The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in

GS--China’s stimulus and European equities

China announced a combination of easing measures this