海外研报
筛选
GS--Non-Residential Construction: August Data Mixed Despite Outlook for Lower Rates
Key Data Points Diverge: The Dodge Momentum Index rose 3% sequentially inAugust and was 24% higher YOY, while the Architecture Billings Index declined to45
海外研报
2024年09月20日
GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb
Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
海外研报
2024年09月20日
GS--Overview of Contracting Activity Heading into Year-End; Buy CCJ on Exposure to Asym
In this note, we discuss spot and term market dynamics within uranium and nuclearfuel. In recent conversations with investors, we note an increasing focus on
海外研报
2024年09月20日
Barclays_September FOMC- A 50bp re- calibration_20240919
The FOMC initiated its rate-cutting cycle today with a largerthan-expected 50bp cut and an SEP showing 100bp of cuts thisyear, followed by 100bp in 2025, 50bp in 2026 and a longer-run
海外研报
2024年09月20日
GS--BoE Holds Policy Rate at 5.00% on 8-1 Vote; Notes “Gradual Approach” Remains Appropriate
BOTTOM LINE: The BoE voted by a majority of 8-1 to keep Bank Rate unchanged at5.00% at the September MPC meeting, with Dhingra dissenting in favour of a 25bp
海外研报
2024年09月20日
BofA - Savita Subramanian - Equity Strategy Focus Point_20240919
Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,
海外研报
2024年09月20日
Citi_The Global Point Thursday, 19 September 2024
Australia/NZ Diversified Financials - AMP is our most non-consensus BuyWe currently recommend three diversified financials stocks as Buys, while we rate
海外研报
2024年09月20日
Commodities Weekly--All systems go in the commodities complex as the Fed begins its easing cycle
Global commodities: Commodities are relishing. In the last seven trading days lead-up to yesterday’s FOMC meeting, the Bloomberg Commodities (BCOM) index
海外研报
2024年09月20日
DeskTalk - FOMC risk rally at big levels
DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate
海外研报
2024年09月20日
GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe
Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for
海外研报
2024年09月20日
