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Barclays_What's Next in AI – The Semi Perspective_20240919
We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报
2024年09月20日
Barclays_September FOMC- A 50bp re- calibration_20240919
The FOMC initiated its rate-cutting cycle today with a largerthan-expected 50bp cut and an SEP showing 100bp of cuts thisyear, followed by 100bp in 2025, 50bp in 2026 and a longer-run
海外研报
2024年09月20日
GS--Overview of Contracting Activity Heading into Year-End; Buy CCJ on Exposure to Asym
In this note, we discuss spot and term market dynamics within uranium and nuclearfuel. In recent conversations with investors, we note an increasing focus on
海外研报
2024年09月20日
GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb
Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
海外研报
2024年09月20日
GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI
Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报
2024年09月20日
GS--Non-Residential Construction: August Data Mixed Despite Outlook for Lower Rates
Key Data Points Diverge: The Dodge Momentum Index rose 3% sequentially inAugust and was 24% higher YOY, while the Architecture Billings Index declined to45
海外研报
2024年09月20日
GS--3Q Uniform Rental Sentiment Survey reveals stable growth outlook
Our 3Q Uniform Rental Sentiment Survey, which provides a rolling six-monthforward-looking view on multiple dimensions of the industry, points to a stable
海外研报
2024年09月20日
A jumbo cut to start the easing cycle
The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to
海外研报
2024年09月20日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
GD--LONG RISK – REVIEWING OUR KEY TRADES
We maintain our risk on positioning (equal weight S&P 500 & high-yield creditfocused trades) as the combination of Fed rate cuts and resilient growth will send
海外研报
2024年09月20日
