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Tail wags dog as rate hike expectations fade despite hawkish rate increase
The BoJ increased its policy rate to 0.25% at the July 30-31 Monetary Policy Meeting when the market was not expecting it and also emphasized its intention to
海外研报
2024年08月20日
Data pushes back against 50bp September cut
A fed-focused week lies ahead with the annual Jackson Hole Economic Symposium in the spotlight, along with the minutes from the July FOMC
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2024年08月20日
Confidence Game-Global Daily
As we approach the Jackson Hole Symposium later this week the message from Fed speakers, broadly, has been that they are gaining confidence that the economy is reaching the point where
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2024年08月20日
The Treasury cash-futures basis ischeap
The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
海外研报
2024年08月20日
Israel: Large Downside Surprise to Growth in Q2
Bottom Line: Israel’s GDP growth fell from +17.3%qoq annl. to +1.2%qoq annl.(both seasonally adjusted), which was significantly below consensus expectations
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2024年08月20日
Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook
BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
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2024年08月20日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
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2024年08月20日
The Weekly Worldview: As the Dust Settles
As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline
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2024年08月20日
Reiterate Buy rating (on Conviction List) on Potential for Positive EPS Revisions and Compelling
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
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2024年08月20日
Interest Rates Daily-Push and pull
US rates have been pushed and pulled by mixed data recently. The 2024 Jackson Hole Economic Symposium kicks off on Friday, where we expect Fed Chair Jerome
海外研报
2024年08月20日
