海外研报
筛选
No smoking gun
Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
海外研报
2024年08月08日
Preview: RBNZ Monetary Policy Statement
Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
海外研报
2024年08月08日
Weekly FX summary – 5 August 2024
quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.
海外研报
2024年08月08日
All eyes on equities as we head into data doldrums
The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent
海外研报
2024年08月08日
Robust headline growth with underlying weakness
Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
海外研报
2024年08月08日
Macro2Market Views Post the MacroMania
The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
海外研报
2024年08月08日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Earnings-day volatility at 14-year highs
We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
海外研报
2024年08月08日
