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GS--GS TWIG Notes: This Week in Global Research - September 20, 2024
Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
海外研报
2024年09月22日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities
Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery
海外研报
2024年09月16日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月16日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
China: Industrial profits rose sequentially in June
China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
海外研报
2024年07月29日
US Daily: June CPI Preview (Hill/Walker)
We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We
海外研报
2024年07月11日
