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GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release
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Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle

This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
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China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN

The China capacity ‘butterfly’ has emerged and is flapping its
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Daily Economic BriefingPBOC stimulus by a thousand cuts

Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
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Faith maintained but valuation challenged

DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
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"Is our presidents and economists learning?

President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
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Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't

investor concern about the Logistics & Shipping industry is the extent to which this is driving a
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GS--Global PMI Monitor: Softer Future Expectations (Dong)

The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
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GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area
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Fed forecast update: a more front-loaded cycle

As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The
海外研报