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BofA_Global Focus Point First cut_ Boost or Bust_20240925

It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical
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GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX

China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
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GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA

Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
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Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
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Barclays--Americas Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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BofA_Macro Risk Digest So it begins_20240913

We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
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BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
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FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
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MS-- Global Macro Commentary

ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
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India Economic Update

The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
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