海外研报
筛选
GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance
In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
海外研报
2024年09月20日
GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)
Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
