海外研报

EF--August CPI preview: another benign report

Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to

GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)

Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print

GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update

FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB

GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame

On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital