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UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916

EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland
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UniCredit_Sunday Wrap_20240922

Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.
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UniCredit_BOE REVIEW_20240919

MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
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UniCredit Carbon Weekly - Long and short of it_20240917

Further EUA downside looks limited for the coming weeks as CTAs have remained netshort and are unlikely to sell more, having largely maximised their positions.
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The Start of a New Cycle

The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
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MS_September 20

While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
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MS_India has displaced China as the largest MSCI EM market_20240917

India has displaced China as the largest MSCI EM market
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MS-- FOMC Reaction - September Meeting

• The FOMC lowered the fed funds rate by 50bp to 4.875%. The FOMC statement acknowledged further progress on inflation and risks to
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MS - Thematic Alpha - Thematic Thoughts & Best Ideas from the Industrials Conference_20240916

Tech Diffusion & AI. AI was discussed from both an adoption standpoint and as a driver of growth for companies with exposure to AI infrastructure.
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US--Long awaited easing cycle commences with a bang

With the FOMC meeting in the rear view, it will be a quieter week ahead,with highlights including PCE inflation, personal income & spending,
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