M Idea Global Economic Briefing | North America September 23, 2024 04:00 AM GMT The Fed started its easing cycle with a 50bp cut. We don't think the Fed's reaction function has changed, and so the read through for other central banks is still limited. M The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather, the 50bps was to show a commitment to not falling behind the curve, in Powell's words. But from here the most likely path forward is a string of 25bp cuts. Powell h ...

For the exclusive use of ACCOUNTS@KARUNADUCABS.COM approve additional government bond issuance quota on top of this year's budget to support fiscal spending, and believe an additional RMB1-2tn ultra-long-term central government special bond (ULT CGSB) quota is likely. We also lay out some macro catalysts that are relevant for China markets in coming weeks/months. 更多一手调研纪要和研报数据加V：shuinu9870 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China: The Politburo sent clear (and louder) easing signals 27 September 2024 | 12:20AM HK ...

Walmart Inc. (NYSE:WMT) Goldman Sachs Global Sustainability Forum September 26, 2024 1:00 PM ET Company Participants Kathleen McLaughlin - Executive Vice President and Chief Sustainability Officer Conference Call Participants Katharine McShane - Goldman Sachs Katharine McShane Okay. Hello, everyone. Thank you for joining us. We're happy to be talking about the business case for sustainability with Kathleen McLaughlin from Walmart. I'm Kate McShane. I'm the hardlines broadlines analyst here at Goldman Sachs ...

Good morning and welcome everyone to H&M Group's conference call, 9 Months Report for 2024. For the first part of this call, all participants will be in a listen-only mode during the speaker presentation and afterwards there will be a question and answer session. If you wish to ask a question, please register via the link in the confirmation email, then dial in and press star 1. Please be advised that today's conference call is being recorded. Today, I'm pleased to present Joseph Ulberg, Head of Investor Re ...

Americas ab 20 September 2024 Global Research and Evidence Lab US Industrial REITs Bringing Down The (Ware)house? Industrial warehouse supply/demand to return to equilibrium over time We believe that the outlook for Industrial REITs will improve in the coming years as supply pressure abates and demand recovers, driving a return to landlord pricing power. The group is undergoing a supply/demand digestion period that that has pressured Industrial REITs in 2024. We see this as a function of an uncertain macro ...

Latin America Equity Research 22 September 2024 J P M O R G A N Iron ore Trimming prices on lower Chinese steel output, but marginal mine curtailments have rebalanced markets | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

M Idea Three in Three | Asia Pacific September 22, 2024 10:00 PM GMT Three Actionable Ideas SK Hynix – UW | CP All – OW | Tenaga Nasional – OW UW – SK Hynix (000660.KS): Hynix looks cheap on valuation with sustained competitiveness in HBM. However, we have concerns: DRAM pricing power is fading, NAND excesses are building and our channel checks have led us to turn more cautious than the market on all commodity DRAM segments for 4Q. Underweight and Top Pick. OW – CP All (CPALL.BK): CPALL is our Top Pick. We ...

M Global Idea Thematics September 22, 2024 09:00 PM GMT | --- | --- | |----------------------------------------------------------------------------------|-------| | | | | Morgan Stanley & Co. International plc+ | | | Edward Stanley Equity Strategist | | | Edward.Stanley@morganstanley.com +44 20 7425-0840 Matias Ovrum Equity Strategist | | | Matias.Ovrum@morganstanley.com +44 20 7425-9902 | | | Morgan Stanley Asia Limited+ | | | Shawn Kim | | | Equity Analyst | | | Shawn.Kim@morganstanley.com +852 3963-1005 ...

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North America Equity Research 22 September 2024 J P M O R G A N North America Metals & Mining Sunday Morning Metals: Steel Mid-Quarter Guides Please see below for 1) upcoming events and data points in the week ahead; 2) key headlines, JPM research, channel checks, and investor sentiment from the prior week; 3) short interest; 4) company and sector price movements; 5) commodity dashboards; and 6) an archive of our published M&M research. We'd greatly appreciate your participation in our M&M Buy-Side Election ...