海外研报
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Employment Report Preview: Slower job growth
June payrolls slow to 210k because of softening demand for and supply of labor. We forecast no change in the unemployment rate at 4.0%; if weaker demand dominates, unemployment
海外研报
2024年07月05日
2024 Mid-year outlook
We expect Treasury yields to remain rangebound through the summer, with a declinefrom current levels expected later this year only once the Fed begins easingYields tend to
海外研报
2024年07月05日
Consumption Tax Not The Needof the Hour, Stimulus ls.
Recent government statements do not suggest any sense of urgency: Theconsumption tax was not mentioned in the annual fiscal auditing reportreleased on june 25, which discussed
海外研报
2024年07月05日
