海外研报
筛选
USA_ August Housing Starts Rebound Above Expectations
BOTTOM LINE: Housing starts rose by 9.6% in August, above expectations for asmaller increase. The rebound was led by the South, where Hurricane Beryl likely
海外研报
2024年09月19日
USA_ Core Retail Sales in Line With Expectations in August
BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报
2024年09月19日
Weekly - Regional View Emerging Markets_en_1623966
Panama's strategic role as a transportation and financial hub, coupled withrobust growth in sectors such as construction, commerce, and transport,
海外研报
2024年09月19日
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
