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What We Learned About the Jump in Temporary Layoffs From the Household Survey Microdata
n The unemployment rate rose another 0.2pp to 4.3% in July, but over 70% of theincrease came from a spike in temporary layoffs. This was good news because
海外研报
2024年08月09日
2Q24 earnings recap, and thoughts on end market trends
Coming out of 2Q24 earnings season, Street estimates on average moved lower forcompanies more tied to the auto end market (especially EV OEMs and auto
海外研报
2024年08月09日
Global Macro Thoughts And just like that, the narrative changes completely
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年08月09日
Our Circular Economy Ecosystem Expands in 2024
A broader increase in investment towards efficiency solutions is likely to providetailwinds for Circular Economy adoption and enablement to help decouple growth
海外研报
2024年08月09日
India stock rally falters over taxhike plan, governance doubts
HIONA SHIRAIWA and RYOSUKE HANADA, Nikkei staff writersAugust 9,2024 03:54 JSTTOKYO/MUMBAl -- Indian equities are losing ground this month as thegovernment moves to cool
海外研报
2024年08月09日
Google and Meta struck secret ads deal to target teenagers
Google and Meta made a secret deal to target advertisements for Instagram toteenagers on YouTube, skirting the search company's own rules for how minorsare treated online.
海外研报
2024年08月09日
Market Intelligence: US Morning Update
Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
海外研报
2024年08月09日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8.2024
OVERNIGHT BRIEFUS/EU trade: European Equities were higher (SXXP +1.5%, $X5E +2%). Almost all D1 baskatsrallied over +iz today as mean revarsion picked up momantum from the open after
海外研报
2024年08月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
Taiwan: Pullback in July Exports As Expected
Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.
海外研报
2024年08月09日
