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2024 Global Retail Conference

Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
海外研报

Expect sequential improvement as resilient disposable income is aided by waning

On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
海外研报

August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated

Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
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Acronyms, acrimony, and anagrams--Global Daily

Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the
海外研报

ECB HAWKS TRYING TO MANAGE CUT EXPECTATIONS

Headline HICP at 2.2%, softer wages, worsening EA growth and stalling new hiring finally overshadow concerns about service inflation – a September cut is coming
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VOLATILE MARKETS FAVOUR EM CREDIT

EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many
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A more dovish ECB on inflation?

Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
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Asia-Pacific Growth Monitor: Steady overall, SE Asia outperforming

This publication summarizes regional and country-specific growth data across nthe Asia-Pacific economies we cover. In most cases, the latest data points arefor August 2024.
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Thailand and Taiwan markets outperformed, while
海外研报

August employment preview: improved from July

We expect nonfarm payrolls to rise by +165k in August, bouncing back somewhat from the soft print of just +114k in July. If our forecast is on
海外研报