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BANK OF ENGLAND TAKES A SMALL LEAP OF FAITH

The MPC has delivered a 25bp reduction that takes Bank Rate to 5% in what is essentially an “insurance” cut.As mentioned in the minutes, “it is now appropriate to reduce slightly the degree of policy restrictiveness" while

海外研报 2024年08月02日

EURO CRISIS 2.0 – THE “CRISIS” AT THE CORE

There is talk of a new euro crisis, this time centred on core EMU countries like Germany and France. This fear is unwarranted. While low interest rates stimulated the EMU core during the

海外研报 2024年08月02日

Global Macro Thoughts “Normal service will now resume”

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important

海外研报 2024年08月02日

A hike, a hold and a cut

Central banks are in sharp focus this week. The Fed (Wed) has little upside to do anythingmore than hint that a September cut is on track. For the BoJ (Wed), we maintain our out-ofconsensus call for a 25bp

海外研报 2024年08月02日

Which Is More Impressive, The 3Q Revenue Clip Or Zuck’s New 'Drip'?

META continues to execute at arguably the best pace of anycompany in digital advertising, with little revenue deceleration

海外研报 2024年08月02日

BoE Votes 5-4 to Cut Policy Rate; Non-Committal Tone on Path Ahead

BOTTOM LINE: The MPC voted by a majority of 5-4 to lower Bank Rate by 25bp to5.00%, with Bailey, Breeden, and Lombardelli joining Ramsden and Dhingra in voting

海外研报 2024年08月02日

Weekly spending update through July 27

Key takeaways• Total card spending per HH was up 0.1% y/y in the week ending Jul 27, according to BAC aggregated credit & debit card data.

海外研报 2024年08月02日

Situation Room July FOMC: Yes man

The biggest takeaway from the July FOMC was that chair Powell largely agreed with market pricing for a September cut (Exhibit 1), assuming no big surprises on inflation.

海外研报 2024年08月02日