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UniCredit Carbon Weekly - Long and short of it_20240917
Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.
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2024年09月23日
UniCredit_BOE REVIEW_20240919
MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
海外研报
2024年09月23日
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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2024年09月23日
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
海外研报
2024年09月23日
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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2024年09月24日
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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2024年09月24日
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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2024年09月24日
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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2024年09月24日
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
海外研报
2024年09月24日
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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2024年09月24日
