海外研报
筛选
JPY: FOMC review and BoJ preview
from the previous 5.25%-5.50% to 4.75%-5.00%. Since market expectations were divided between a 25bp cut and a 50bp cut (with the market leaning slightly
海外研报
2024年09月20日
JPM - trading the easing cycle01
A typical rate cutting cycle is not always positive though in each of the last 5 cutting cycles, we have seen the SPX higher on a 1M, 3M, 6M, and 12M basis. Is that the expectation for this cycle? Yes, as we think
海外研报
2024年09月20日
Indonesia_ BI cuts rates and signals further easing
Bank Indonesia cut its benchmark policy rate by 25bps to 6.00% in September.The deposit facility rate and lending facility rate were also lowered to 5.25% and
海外研报
2024年09月20日
GS Healthcare_ Contextualizing the Cut
On the back of yesterday’s FOMC meeting, GS economists see 50bp as the nright move in light of the good inflation news and the risk of further labor market
海外研报
2024年09月20日
GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal
Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)
Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent
海外研报
2024年09月20日
FOMC_cuts_by_50bp
move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报
2024年09月20日
GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance
In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
海外研报
2024年09月20日
GS-- Global RT volumes remain +ve through August, helped by steady developments in Europe
Europe growth supports global PC/LT RT volumes to +2% in August, offsetpartially by China and NA declines - Michelin released its latest market data for
海外研报
2024年09月20日
