海外研报
筛选
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
GS--Disinflation Continues Outside of Japan (Pierdomenico)
Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area
海外研报
2024年09月27日
Fed forecast update: a more front-loaded cycle
As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The
海外研报
2024年09月27日
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
GS--Commerzbank AG (CBKG.DE): Announces leadership change
Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the
海外研报
2024年09月27日
China: PBoC provides some pre-Golden week cheer
The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet
海外研报
2024年09月27日
Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO
Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,
海外研报
2024年09月27日
BofA_Global Focus Point First cut_ Boost or Bust_20240925
It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical
海外研报
2024年09月27日
