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GS--How Global Economic News Affects AEJ Financial Markets01
The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
海外研报
2024年09月24日
GS--Recent Export Trends in Asia—Moderation Continues
Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained
海外研报
2024年09月24日
Barclays_Global Macro Thoughts A borderline decision_20240923
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年09月24日
BofA - Paul Ciana - Technical Advantage Powell for the people_20240923
US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed
海外研报
2024年09月24日
BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is
Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
海外研报
2024年09月24日
Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923
CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower
海外研报
2024年09月24日
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
GS--Quick take: Trends show moderate upgrade in September
We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
海外研报
2024年09月24日
FXModelTrendStrategy_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月24日
GS--Gaming What the latest state data tells us about US gaming
We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
海外研报
2024年09月24日
