海外研报
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ECB—Holds Rate and Emphasises Data-Dependence
BOTTOM LINE: The Governing Council left all policy parameters and the formalguidance unchanged, as widely expected. During the press conference, President
海外研报
2024年07月19日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year. n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
Global Rates Trader Front-end tipping point
Stars align for Fed cuts, tailwind for G10 front-end flatteners. Six months agothe US rates market embedded nearly 175bp of cuts for the year and the prospect of
海外研报
2024年07月19日
GS DOT budget tracker points to slowing state infrastructure spending plans in 2026+
As part of our GS US Infrastructure toolkit, we conducted our annual update ofall 50 US state transportation budgets, which revealed:
海外研报
2024年07月19日
Prefer US to China exposure
side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
海外研报
2024年07月15日
This is Non-Independent Research
The June US CPI report provided another piece of evidence that the disinflation theme has resumed in the US and provided another boost to the Fed’s doves. Headline fell 0.1%MoM, driven by softer core CPI number
海外研报
2024年07月15日
Interest Rates Daily
June CPI surprised to the downside, solidly below expectations for both headline and core measures. Headline fell -0.1% MoM (consensus +0.1%), slightly down
海外研报
2024年07月15日
Thematic Research
Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
海外研报
2024年07月16日
Quarterly Market Review
The economic momentum of the first quarter of 2024 continued into the second, and the last three months were another positive period for equity markets. Initially, investors aggressively
海外研报
2024年07月16日
Americas Construction: Building Products: AHAM Read-Throughs
2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing
海外研报
2024年07月19日
