海外研报

Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923

Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50

GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,

GS--Quick take: Trends show moderate upgrade in September

We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:

CrossAssetWeekly_20240920_en (1)

The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising