海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
海外研报

Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
海外研报

No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
海外研报

MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报

Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
海外研报

Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)

The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
海外研报

The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best

This Month’s OverviewMain Points 1
海外研报

Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand

We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
海外研报

30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报

How Market Moves Could Affect the Economy and the Fed

Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
海外研报