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Weekly Options Watch What’s priced in for Jackson Hole?
Ahead of the Aug 22-24 Jackson Hole symposium, option prices on US bankstocks and most ETFs are low relative to history, while investors are expecting
海外研报
2024年08月22日
Summer revision courses: Monetary Framework
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年08月22日
On the border, Nietzsche--Global Daily
Market comments“Cruisin' down the center of a two-way street; Wonderin' who is really in the driver's seat
海外研报
2024年08月22日
Our Top Stock Picks - North America Research
A Summer of Uncertainty. This summer has been characterized by macro uncertainty with data surprising to both the downside and upside. The market has
海外研报
2024年08月22日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月22日
July FOMC minutes highlightedlabor market risks
The minutes to the July 30-31 FOMC meeting (which occurred just before therelease ofthe weak Julylaborreport)skewed dovish and showeda committee morefocused on labor market risks than the possibility of a renewed jump in inflationeven if
海外研报
2024年08月22日
Global Macro Insight
Data releases over the past month have underscored our expectation that the FOMC will start to reduce policy restriction from September (-25bp).
海外研报
2024年08月22日
