海外研报

GS--Asia Views: The Fed opens the door, and the PBOC walks through

1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double

Barclays_Americas Small Cap Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_European Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO

Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,

China: PBoC provides some pre-Golden week cheer

 The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet

GS--Commerzbank AG (CBKG.DE): Announces leadership change

Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the

Curve to further steepen on “many more” rate cuts

sharp market rally since Q224, we expect US rates to stay in a range near term.

Fed forecast update: a more front-loaded cycle

As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The

GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area

GS--Global PMI Monitor: Softer Future Expectations (Dong)

The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services