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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
GS--USA: UMichigan Sentiment Above Expectations
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus
海外研报
2024年09月16日
