海外研报
筛选
Overheating Brazilian economy; dovish Chilean central bank
Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is
海外研报
2024年09月05日
JPM_Japan_Equity_Strateg
Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
海外研报
2024年09月10日
GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways
Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology
海外研报
2024年09月13日
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
