海外研报
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GS DOT budget tracker points to slowing state infrastructure spending plans in 2026+
As part of our GS US Infrastructure toolkit, we conducted our annual update ofall 50 US state transportation budgets, which revealed:
海外研报
2024年07月19日
Liquid Insight G10 growth convergence and FX
Key takeaways• Q4-to-Q4 consensus GDP forecasts see US growth converging lower to G10. USD has +55% corr to US-World growth diff since 1974.
海外研报
2024年07月19日
Asia Open - Mind the unwind, from USDJPY to US stocks
Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报
2024年07月19日
Nomura Quant Insights
Risk of a downside attack on the Nikkei 225 by systematic investorsSemiconductor stocks worldwide took a beating yesterday. It looks as though worries over
海外研报
2024年07月19日
Outlook for BoJ's "detailed plan" and likelihood of July rate hike
On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报
2024年07月19日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
Half-time calm
We appreciate your 5-star vote in the 2024 Institutional Investor Global Fixed-Income ResearchSurvey. View our analysts » Vote 5 stars for Barclays »
海外研报
2024年07月19日
Argentina: Impressive disinflation, with side-effects
Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%
海外研报
2024年07月19日
Charting the course to higher Gross Margins; Raise PT to NT$1200
We believe that TSMC is now firmly on course to improving GMs in the next few years, with GMs troughing out at 53% in the most recent downcycle and plenty of
海外研报
2024年07月19日
Cross Asset Strategy Spotlight on Inflation
The strong rally in markets during November and December 2023 was attributable to the emergence of the immaculate disinflation thesis. This
海外研报
2024年07月19日
