海外研报
筛选
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming
BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August
海外研报
2024年09月16日
SocGen - Fixed Income Weekly - Easing into it
The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
海外研报
2024年09月16日
SocGen - Market Wrap-up - Is it time to rethink our credit view.
The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a
海外研报
2024年09月16日
SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope
August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
海外研报
2024年09月16日
GS--USA: UMichigan Sentiment Above Expectations
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus
海外研报
2024年09月16日
GS--Weekly Fund Flows Bond Flow Volatility Remains High
Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows
海外研报
2024年09月16日
GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.
海外研报
2024年09月17日
GS--Autodesk Inc. (ADSK): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Autodesk’s EVP & CTO, Raji Arasu, and VP of InvestorRelations, Simon Mays-Smith as part of our Communacopia + Technology
海外研报
2024年09月17日
GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.
海外研报
2024年09月17日
