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Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月22日
On the border, Nietzsche--Global Daily
Market comments“Cruisin' down the center of a two-way street; Wonderin' who is really in the driver's seat
海外研报
2024年08月22日
Summer revision courses: Monetary Framework
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年08月22日
MINUTES REVEAL LOST CONFIDENCE, BENCHMARK PAYROLL REVISION UNDERSCORES THE POINT
The FOMC is a lot less sure about whether policy is in the right spot than it was six weeks ago. Then, we read howmonetary policy was “well positioned” to handle whatever came next. No such phrasing in July, just handwringing
海外研报
2024年08月23日
FED CUTS ≠ WEAKER DOLLAR
The dollar has weakened significantly over the past few months and is edging towards the lows seen in January, when rates markets bet big on a Fed pivot. The commencement of global
海外研报
2024年08月23日
Four in a rowJackson Hole Preview August 2024
On Friday, August 23, Fed Chair Powell is scheduled to talk about the economic outlook at the Jackson Hole symposium. Less than four weeks before the next FOMC meeting, on September 17-
海外研报
2024年08月23日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.3% today. Hong Kong and Philippines marketsoutperformed, while Indonesia and Taiwan markets underperformed. Within MXAPJ
海外研报
2024年08月23日
