海外研报

SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH) FOR INSTITUTIONAL CLIENT USE ONLY

Are investors navigating by the stars under clear skies? This year’s equity market trading has largely been characterized by much fortitude as many have

Taking stock, looking ahead

We expect a muted recovery in European and US steel prices into YE, underpinned by a seasonal pick-up in activity and, in

Venture Vision: Back to Neverland?

On the cusp of US rate cuts, according to our Economists, anticipation is high that venture/growth markets will step in to

“Vast majority” of FOMC looking for September cut

A number of data releases will be on the docket, highlighted by PCE inflation for July. Also on tap are personal income & spending, Q224 GDP