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GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)

Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报

EM EMEA Weekly

Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
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Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923

CITI’S TAKE
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Citi_Digital Asset Bi-Weekly Will Fed easing support crypto and reverse ETH ETF outflows_20240923

Outflows from ETH ETFs since their July launches have totaled $610mm,
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Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923

Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50
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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:
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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
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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
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SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise

The surprise move by the Fed implies a high level of confidence that inflation is on track to
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SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist

Following a similar move in June, the CBC announced a 25bp increase in the required
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