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Balancing an accommodative Fed and a complex US election across emerging markets
Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
海外研报
2024年07月24日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
海外研报
2024年07月27日
CP monitor: higher financials supply
Supply: notable pickup in foreign financials CP outstanding has increased $35bn since the end of June, bringing the total to $1.27tn.
海外研报
2024年08月05日
In the middle of the USD smile
The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
海外研报
2024年08月24日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
CUB--Currencies monthly view
• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报
2024年09月22日
BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923
Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
海外研报
2024年09月25日
GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030
Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led
海外研报
2024年09月29日
