海外研报
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SocGen - FX View - Is the Fed a hare or a tortoise
Will Bill Dudley be on Jay Powell’s Christmas card list this year? Mr Dudley’s piece for Bloomberg, arguing for a 50bp rate cut tomorrow, has helped tilt the market a little further in
海外研报
2024年09月19日
GS--Global FX Trader Is The First Cut the Deepest?
USD: Fed brings better balance; adjusting our forecasts. With a 50bp rate ncut, the FOMC most likely chose the option that leads to lower economic and1
海外研报
2024年09月23日
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
海外研报
2024年09月27日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年10月01日
GS--Taiwan equities declined 2% amid weaker TWD
Performance: MSCI/All Taiwan -2% this week,
海外研报
2024年10月08日
Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
