海外研报
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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
GS--Taiwan: CBC Keeps Policy Rate Unchanged, Tightens Selective Credit Control and Raises RRR
. Taiwan’s central bank (CBC) kept its benchmark policy rate unchanged at 2.0%.
海外研报
2024年09月20日
GS--Norges Bank—On Hold with Hawkish Guidance; We Now See One Cut in 2024
BOTTOM LINE: Norges Bank’s Monetary Policy Committee decided to keep thepolicy rate on hold at 4.5%, in line with our and consensus expectations. The
海外研报
2024年09月20日
GS--Nike Inc. (NKE): CEO transition announced
After market close on September 19th, NKE announced Mr. Elliott Hill will rejoin NKEas President and CEO effective October 14th, 2024. Current CEO and President Mr.
海外研报
2024年09月20日
MS_FOMC Reaction- September Meeting_20240919
The cycle begins with a 50bp cut and a stress on both sides of the dual mandate. Powell emphasized the FOMC's commitment
海外研报
2024年09月20日
MS_Charts That Caught My Eye_20240917
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月20日
GS--Macro at a Glance: Latest views and forecasts
n Revised our Fed policy rate forecast and now expect a longer string ofconsecutive 25bp cuts from November 2024 through June 2025 (vs. quarterly
海外研报
2024年09月20日
JPY: FOMC review and BoJ preview
from the previous 5.25%-5.50% to 4.75%-5.00%. Since market expectations were divided between a 25bp cut and a 50bp cut (with the market leaning slightly
海外研报
2024年09月20日
JPM - trading the easing cycle01
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月20日
