海外研报
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"Wolf! Wolf! The wolf is chasing the sheep!"
Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
海外研报
2024年08月27日
GS EUROPEAN EXPRESS: Powering Up Europe
Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报
2024年08月30日
Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
海外研报
2024年09月11日
