海外研报
筛选
The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints
The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
海外研报
2024年08月05日
Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong
BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and
海外研报
2024年08月06日
US Week Ahead: August 5 - August 11
08:30 AM Chicago Fed President Goolsbee (FOMC voter) speaksChicago Fed President Austan Goolsbee will appear on CNBC’s Squawk Box.
海外研报
2024年08月06日
Market Intelligence: US Morning Update
Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:
海外研报
2024年08月06日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a
海外研报
2024年08月06日
