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BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923

Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
海外研报

China PBoCs big stimulus

. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
海外研报

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
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China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
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Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923

Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50
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Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923

Outflows from ETH ETFs since their July launches have totaled $610mm,
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Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923

CITI’S TAKE
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EM EMEA Weekly

Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
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GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)

Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
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GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)

nmoney funds. Levered demand (proxied by the “households” flow of funds
海外研报