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GS--Japan Focus of the Week: LDP Presidential Election, September Tokyo CPI

Focus Next Weekn The LDP presidential election will be held on September 27. Among the nine
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GS--Japan Economic Flash: BOJ Maintains Rate-Hike Stance (Otani)

The Bank of Japan (BOJ) held its Monetary Policy Meeting (MPM) on September19-20, and as was widely expected, the policy rate was maintained at 0.25%.
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USB--Focus on alpha opportunities in muted macro backdrop

• China’s macro data for August largely disappointedto the downside again across consumption,
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IntradayFXView_20240919_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
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GS-- Highlighting reasonably valued laggards in an expensive market

Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials
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GS--GS TWIG Notes: This Week in Global Research - September 20, 2024

Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
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GS FX Morning Notes: BoJ Exercises Patience

No major surprises as the BoJ kept rates on hold and left the tone of the language
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GS--Central Bank Recap | China Consumption

This week, we launch coverage of nine European Insurance stocks and make ratingchanges across three names. Overall, Andrew Baker and Anthony Yang note
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GS-- Local Rates or the Fed Cycle? (Zhong/Koul)

MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
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USB--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.
海外研报