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Firm Industrial Production in May Driven by Construction and Utilities

Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
海外研报

Yen has room to rally further if CTAs are stopped out

Could CTAs provide the next push lower for USDJPY?In the moments after Thursday’s US CPI print was released, USDJPY declined more than 2% on suspected FX intervention from Japan’s Ministry of Finance. Heading into this
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EM Equities and US tariff risks: The usual suspects

Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we
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More data please, July edition

Monetary Policy | Still waiting for more data: The ECB will keep rates on hold in July. From its perspective, more data is needed to confirm the assumed (and
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USA: Powell Notes Added Confidence from Second Quarter Inflation Progress

BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but
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CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
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Doubtful on growth, hopeful on the market

Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
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S&P 500 2Q earnings preview: Other 493 back in the black

Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
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Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"

(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
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