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UniCredit_Sunday Wrap_20240922

Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.
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UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916

EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland
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GD--FED HELPS BUT EM EQUITY RISKS REMAIN

The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
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GS--REIT valuations show upside opportunities remain

In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
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GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA

In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight
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GS--How Global Economic News Affects AEJ Financial Markets01

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
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GS--Recent Export Trends in Asia—Moderation Continues

Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained
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Barclays_Global Macro Thoughts A borderline decision_20240923

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
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BofA - Paul Ciana - Technical Advantage Powell for the people_20240923

US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed
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BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is

Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
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