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Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
US Economics | US Economic Data
Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
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2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
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2024年07月17日
IS TRUMP UNSTOPPABLE?
With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
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2024年07月18日
Weekly Teller: Initial 2Q takeaways
Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net
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2024年07月20日
China: FX outflows accelerated in June
Our preferred FX flow measure shows larger FX outflows of US$69bn in June 2024,vs. US$32bn outflows in May. The current account channel showed faster outflows
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2024年07月20日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.5%, $X5E -1.2%, V2X +0.7pts) with AEX(-1.8%) and UKX (0.3%) the best and worst regions. Tech (-4.5%, -3.6z) fell mostly because ofSemis
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2024年07月20日
Won’t be as easy next time
In a rare display of steadiness, yesterday’s packed calendar went mostly according to expectation, which is a welcome change after the past six weeks. The ECB left
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2024年07月20日
SAUDI KEY TO TRUMP OIL TRADE
Talk of ‘Trump trades’ has become more fashionable than ever since last weekend’s failed assassination attempt on the Republican nominee – but most such talk is inconclusive. The
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2024年07月22日
Weekly Equity Market Commentary & Conviction Calls
With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the
海外研报
2024年07月22日
