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Weekly - Regional View US_en_1624131
It’s been over 900 days since the Federal Reserve first hiked interest rates inresponse to surging inflation, embarking on one of most aggressive policytightening journeys in history. Now, 2.5 years and
海外研报
2024年09月19日
Will they do 25 or 50
Today's topics: US equities consolidated, bond yields higher // A three-prongedfocus today for the Fed // Size of rate cut, updated Fed forecasts, and Powell’s press
海外研报
2024年09月19日
GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS
By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated
海外研报
2024年09月20日
GD--LONG RISK – REVIEWING OUR KEY TRADES
We maintain our risk on positioning (equal weight S&P 500 & high-yield creditfocused trades) as the combination of Fed rate cuts and resilient growth will send
海外研报
2024年09月20日
A jumbo cut to start the easing cycle
The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to
海外研报
2024年09月20日
GS--3Q Uniform Rental Sentiment Survey reveals stable growth outlook
Our 3Q Uniform Rental Sentiment Survey, which provides a rolling six-monthforward-looking view on multiple dimensions of the industry, points to a stable
海外研报
2024年09月20日
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
