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Riksbank — 25bp Cut and Dovish Guidance; We Now See 3 More Cuts in 2024
BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to 3.5%today, in line with our and consensus expectations. The Executive Board signalled
海外研报
2024年08月21日
The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
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2024年08月21日
Global Earnings Revision Ratio Earnings rebound
Global Earnings Revision Ratio resumes uptrendThe “hint of softness” in earnings expectations on which we reported in July was short
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2024年08月22日
Global FX Strategy What if RFK Jr. joins Trump’s campaign?
CITI’S TAKE Nicole Shanahan – RFK Jr.’s running mate – suggested today that their campaign could join Donald Trump as one of two options (the other is
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2024年08月22日
Global Rates ldeas
Reiterate UST 5Y-2Y flattenerPage 3A rapid repricing of Fed easing expectations has resulted in substantial steepeningbeing priced into the Treasury curve; we think this presents a near-term opportunityto further harvest carry and reiterate our tactical
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2024年08月22日
Our Top Stock Picks - North America Research
A Summer of Uncertainty. This summer has been characterized by macro uncertainty with data surprising to both the downside and upside. The market has
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2024年08月22日
Weekly Options Watch What’s priced in for Jackson Hole?
Ahead of the Aug 22-24 Jackson Hole symposium, option prices on US bankstocks and most ETFs are low relative to history, while investors are expecting
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2024年08月22日
