海外研报
筛选
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
海外研报
2024年09月15日
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
海外研报
2024年09月16日
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
海外研报
2024年09月19日
Barclays_What's Next in AI – The Semi Perspective_20240919
We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报
2024年09月20日
FOMC_cuts_by_50bp
move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报
2024年09月20日
Four influential changes from the jointed press conference
At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
海外研报
2024年09月28日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06
The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
海外研报
2024年09月28日
GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and
海外研报
2024年09月14日
GS--NIFTY hit ATH this week, up 2%; Valuations hit peak levels
Performance: NIFTY hit all time high this week, up 2%w/w (MXAPJ: +1% w/w). Across sectors, FMCG led
海外研报
2024年09月16日
SocGen - On Our Minds - LDP presidential election and future economic policy
The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among
海外研报
2024年09月16日
