海外研报

Morning Market Tidbits From one mandate to the other

An end to the sole focus on the inflation mandateFor this inflation forecaster, next week’s CPI report will be bittersweet. After a

BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END

Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by

GS Healthcare_ Contextualizing the Cut

On the back of yesterday’s FOMC meeting, GS economists see 50bp as the nright move in light of the good inflation news and the risk of further labor market

Here we are--Interest Rates Daily

Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after

GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a