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GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)

The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that
海外研报

GS--A top-down look at Renewable energy

We recently updated our sector recommendations to alignour views with the current economic trends and monetary
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Barclays_U.S. Equity Strategy Food for Thought- Value vs. Growth, Post-Rate

In past non-recessionary rate cutting cycles, median Valuereturns surpassed those of Growth immediately after the "first"
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BofA - Hartnett - The Flow Show 50 for the Little Guy_20240920

Scores on the Doors: gold 25.0%, crypto 17.3%, stocks 17.3%, HY bonds 8.3%, IG bonds 5.4%, cash 3.9%, commodities 2.6%, govt bonds 2.1%, oil 0.5%, US$ -0.7% YTD.
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GS--Australia Energy: WA domestic gas policy update allows 20%

The West Australian Government has released an update to the state’s domestic gaspolicy, allowing up to 20% of gas production from new onshore projects to be
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GS--Week commencing 23 September 2024

Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their
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BMO - S&P 500 Target Update

Through the first eight trading days of the month, it appeared that September was well on its way to living up to its worst month of the year moniker with the S&P 500 at one
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GS--MXAPJ gained 3% further, driven by a 5% rebound in HK

MXAPJ gained 3%, led by Hong Kong, China offshore (+5%each), and Philippines (+4%), with most other Asian markets
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USB--Asia ex-Japan equities

Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
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UBS--Asian bonds

Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for
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