海外研报

PM_UK18Sep24

Last month, the Bank of England used GfK’s consumer confidence survey to justify rate-setters’ view

PM_LATAM18Sep24

Argentina’s inflation battle remains intense, as the latest data show consumer prices increased more than expected

PM_EZ18Sep24

Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in

PM_EMASIA18Sep24

Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of

PM_China+18Sep24

The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%

GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance

In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting

A small step for the dollar or a giant leap against it?

USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.

Will they do 25 or 50

Today's topics: US equities consolidated, bond yields higher // A three-prongedfocus today for the Fed // Size of rate cut, updated Fed forecasts, and Powell’s press

Weekly - Regional View US_en_1624131

It’s been over 900 days since the Federal Reserve first hiked interest rates inresponse to surging inflation, embarking on one of most aggressive policytightening journeys in history. Now, 2.5 years and

GS--Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong