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Interest Rates Daily
Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
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2024年07月23日
Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)
Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the
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2024年07月23日
Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
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2024年07月23日
Further S&P 500 downside could trigger accelerated unwinds from CTAs
CTAs could be unwinding S&P 500 and NASDAQ-100 longsOur CTA model showed trend follower longs in the NASDAQ-100 and S&P 500 at
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2024年07月23日
US Semiconductors
CITI'S TAKEWe spent the last week meeting investors in New York/Connecticut. Interms ofinvestor sentiment -while NVDA remains the stock with the mostpositive sentiment, we believe AVGO is catchingup to NVDA. Investors werealso positive on NXPl and
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2024年07月23日
US small cap rotation triggered by macro, boosted by positioning
Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
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2024年07月23日
Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
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2024年07月23日
Data Preview: Mixed Picture in June,
Data preview: mixed picture again in June, slower Q2 GDP growth momentumFor the upcoming June data release, we expect smaller y/y decline in property sales on alow base,
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2024年07月05日
Taking shelter from inflation
Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just
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2024年07月16日
Powell Deftly Opens the Door for Rate Cuts, but Doesn't Appear Ready to Step Through It
Fed Chair Powell made a subtle shift in his stance on monetary policy today, speaking before the Economic Club ofWashington DC. He made it abundantly clear that he did not want to send a signal about any particular meeting coming
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2024年07月17日
