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Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报

GS--How Global Economic News Affects AEJ Financial Markets01

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
海外研报

GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA

In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight
海外研报

GS--REIT valuations show upside opportunities remain

In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
海外研报

MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits

The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
海外研报

JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
海外研报

USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields

Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报

Here we are--Interest Rates Daily

Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
海外研报

All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their
海外研报