海外研报

UBS--中国股票

GS--BoE Holds Policy Rate at 5.00% on 8-1 Vote; Notes “Gradual Approach” Remains Appropriate

BOTTOM LINE: The BoE voted by a majority of 8-1 to keep Bank Rate unchanged at5.00% at the September MPC meeting, with Dhingra dissenting in favour of a 25bp

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

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