海外研报
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EF--August CPI preview: another benign report
Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
海外研报
2024年09月12日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
海外研报
2024年09月12日
GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update
FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
海外研报
2024年09月12日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
海外研报
2024年09月12日
What's wrong with slow agony?
Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
海外研报
2024年09月11日
VP’s Tactical Outlook 3.0 - One Number
“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the
海外研报
2024年09月11日
Viewpoint The Time Has Come
This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the
海外研报
2024年09月11日
US Housing Outlook:
Housing recovery continues driven by low supply. But housing demand is gradually softening because of high
海外研报
2024年09月11日
GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月11日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
