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GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI

Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报

GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb

Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
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GS--Overview of Contracting Activity Heading into Year-End; Buy CCJ on Exposure to Asym

In this note, we discuss spot and term market dynamics within uranium and nuclearfuel. In recent conversations with investors, we note an increasing focus on
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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
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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
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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
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BofA - Savita Subramanian - Equity Strategy Focus Point_20240919

Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,
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BofA_US Watch September FOMC meeting- A hawkish 50_20240918

A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
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CB Views_ September 2024 FOMC Recap

The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was
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China_ the playbook for a steeper CNH rates curve

less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报