海外研报
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What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
海外研报
2024年08月14日
GS-- U/G IBTA to Buy; D/G YELP to Neutral
Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for
海外研报
2024年10月14日
US Week Ahead: July 1 – July 7
The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.
海外研报
2024年07月01日
BofA_Global Focus Point First cut_ Boost or Bust_20240925
It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical
海外研报
2024年09月27日
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
海外研报
2024年09月24日
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
海外研报
2024年09月09日
Start Small or Begin Big?
attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
海外研报
2024年09月15日
Barclays--Americas Morning Research Summary_20240913
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年09月15日
BofA_Macro Risk Digest So it begins_20240913
We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报
2024年09月15日
BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报
2024年09月15日
