海外研报
筛选
US Daily: June CPI Preview (Hill/Walker)
We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We
海外研报
2024年07月11日
MS--Global Macro Commentary | Global October 9
FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead
海外研报
2024年10月11日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
GS--Oil Tracker: Prices Retreat, Risks Remain
Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues
海外研报
2024年10月11日
GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities
Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery
海外研报
2024年09月16日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月16日
