海外研报
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CrossAssetWeekly_20240920_en (1)
The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
海外研报
2024年09月24日
Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant
Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver
海外研报
2024年09月28日
GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”
BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like
海外研报
2024年10月02日
SocGen - FX View - The vigilantes have taken over again
The FX market remains in thrall to US rates but there has been a bit of a shift of late, with
海外研报
2024年10月15日
Emerging Market Weekly Pulse
The USD has regained its strength so far in October, on the back of positive
海外研报
2024年10月18日
