海外研报
筛选
Friday The 13th: The Cutting Cycle
Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
海外研报
2024年09月16日
GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)
The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new
海外研报
2024年09月16日
GS--Drawdown Risk | EU REITs | Transport Chartbook |
Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While
海外研报
2024年09月16日
GS--KOSPI rebounded by 1% despite sustained semi weakness
KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报
2024年09月16日
IDEA--It's About to Go Down
The first cut is now at hand. We expect the FOMC statement to reflect Chair Powell's view that unemployment is at equilibrium,
海外研报
2024年09月16日
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming
BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August
海外研报
2024年09月16日
SocGen - Fixed Income Weekly - Easing into it
The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
海外研报
2024年09月16日
SocGen - Market Wrap-up - Is it time to rethink our credit view.
The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a
海外研报
2024年09月16日
SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope
August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
海外研报
2024年09月16日
