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“When the facts change…”: follow-up on the Fed
In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US
海外研报
2024年08月10日
Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
海外研报
2024年08月10日
