海外研报
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What we learned at our 2024 SMID Cap Conference
Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats
海外研报
2024年08月10日
US Economic Weekly Now it’s up to the data
Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
海外研报
2024年08月10日
Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum
Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline
海外研报
2024年08月10日
CAD: still labouring away
Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报
2024年08月10日
End of Week Market Intelligence: flattish
what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US
海外研报
2024年08月10日
Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
Global FX Trader Too Much Shade on the Carry Trade
n JPY: Carry not so scary. Since the sharp sell-off in USD/JPY that started onFriday and accelerated through Monday alongside broader market volatility, the
海外研报
2024年08月10日
It's positioning, stupid!
US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
海外研报
2024年08月10日
GS TWIG Notes: This Week in Global Research - August 9, 2024
Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
海外研报
2024年08月10日
Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color
Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
海外研报
2024年08月10日
