海外研报
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USA: Initial Claims Decrease More Than Expected
BOTTOM LINE: Initial jobless claims by decreased more than expected in the weekended August 3. The decrease was led by a decline in filings in Michigan, which we
海外研报
2024年08月09日
Americas Construction: Building Products: AHRI — June Read-Throughs
Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month
海外研报
2024年08月10日
Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报
2024年08月10日
Interest Rates Daily
Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics. Having front-loaded
海外研报
2024年08月10日
Core CPI expected to have firmed in July
We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
海外研报
2024年08月10日
Food for Thought: Sector Selection for Rate Reduction
Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
海外研报
2024年08月10日
