海外研报

Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO

Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,

China: PBoC provides some pre-Golden week cheer

 The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet

GS--Commerzbank AG (CBKG.DE): Announces leadership change

Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the

Curve to further steepen on “many more” rate cuts

sharp market rally since Q224, we expect US rates to stay in a range near term.

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

"Is our presidents and economists learning?

President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”

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

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

China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN

The China capacity ‘butterfly’ has emerged and is flapping its

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