海外研报
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Sunday Start | What's Next in Global Macro Labour at Dawn
The incoming Labour government will inherit a UK economy that, by many measures, has underperformed sharply. Since 2010, the UK has grown ~10% less
海外研报
2024年07月08日
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
Prime Insights & Analytics Prime Services Weekly Report July 5, 2024 Friday 6/28 – Thursday 7/4
The GS Equity Fundamental L/S Performance Estimate2 rose +0.35% between 6/28 and 7/4 (vs MSCI World TR +1.37%), driven by beta of +0.67%
海外研报
2024年07月08日
FX View AUD/JPY is back in fashion
The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报
2024年07月08日
DMP: En Route to August
The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in
海外研报
2024年07月08日
Global Data Watch
industry PMI and US employment report—and overall, they send a constructive signal bolstering soft-landing hope. The June PMI unwound much of its May
海外研报
2024年07月08日
Supply and Cash Flow Monitors
Risk analysis may be conducted at the financial instruments level. Among the information normally used to define the risks, are (1) publications produced
海外研报
2024年07月08日
Economics Focus
On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.
海外研报
2024年07月08日
