海外研报
筛选
GS--BoE Holds Policy Rate at 5.00% on 8-1 Vote; Notes “Gradual Approach” Remains Appropriate
BOTTOM LINE: The BoE voted by a majority of 8-1 to keep Bank Rate unchanged at5.00% at the September MPC meeting, with Dhingra dissenting in favour of a 25bp
海外研报
2024年09月20日
BofA - Savita Subramanian - Equity Strategy Focus Point_20240919
Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,
海外研报
2024年09月20日
Citi_The Global Point Thursday, 19 September 2024
Australia/NZ Diversified Financials - AMP is our most non-consensus BuyWe currently recommend three diversified financials stocks as Buys, while we rate
海外研报
2024年09月20日
Commodities Weekly--All systems go in the commodities complex as the Fed begins its easing cycle
Global commodities: Commodities are relishing. In the last seven trading days lead-up to yesterday’s FOMC meeting, the Bloomberg Commodities (BCOM) index
海外研报
2024年09月20日
DeskTalk - FOMC risk rally at big levels
DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate
海外研报
2024年09月20日
GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe
Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for
海外研报
2024年09月20日
GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal
Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life
海外研报
2024年09月20日
GS Healthcare_ Contextualizing the Cut
On the back of yesterday’s FOMC meeting, GS economists see 50bp as the nright move in light of the good inflation news and the risk of further labor market
海外研报
2024年09月20日
Indonesia_ BI cuts rates and signals further easing
Bank Indonesia cut its benchmark policy rate by 25bps to 6.00% in September.The deposit facility rate and lending facility rate were also lowered to 5.25% and
海外研报
2024年09月20日
JPM - trading the easing cycle01
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月20日
