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Credit CallsTuesday, August 27, 2024
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: FAB index continues to decline as USDIC yields fill more than hedging costs (Narhanie! Rosenbaum, CF4 /
海外研报
2024年08月28日
Oil Analyst Reducing Our Brent Range to 70-85
We reduce our range for Brent prices by $5/bbl to $70-85, and our 2025 averageBrent forecast to $77/bbl (vs. $82 prior), reflecting upside surprises to OECD
海外研报
2024年08月28日
10 Facts about the US Treasury market Monitoring demand for US government debt
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global
海外研报
2024年08月28日
Precious Metals Trading Desk View
The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年08月28日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月29日
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
海外研报
2024年08月29日
THE UNITED STATES ECONOMIC MONITOR
We look for a 0.13% rise in the July core PCE deflator, implying downside risk to the 0.2% consensus.Real consumption probably rose by 0.3% in July,
海外研报
2024年08月29日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月29日
US Strategy: Trading Politics
In November, US voters will decide who controls the White House, Senate and House of Representatives. With the race a
海外研报
2024年08月29日
