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US Macro Weekly--Jobs report in the spotlight
Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,
海外研报
2024年07月01日
2H keeps winning after a positive 1H
SPX is stronger in 2H after a positive 1HThe S&P 500 (SPX) rallied 14.48% in the first half (1H) of 2024, which is the 16th best 1H return for all years going back to 1928. When the SPX rallies over the first six months
海外研报
2024年07月04日
DMP: En Route to August
The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in
海外研报
2024年07月08日
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
海外研报
2024年07月10日
GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?
Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
海外研报
2024年07月10日
Thailand – Headwinds to potential growth
Economic data was mixed in the region this week. In China, weaker-than-expected inflation prints in June underscored the still-weak demand momentum. Meanwhile, in
海外研报
2024年07月15日
June JSDA Trading Volume of Over-the-Counter Bonds
CLEAR SIGNS OF BEARISHNESS ON SUPER-LONG JGBSJSDA Trading Volume of Over-the-Counter Bonds data for June were indicative of most
海外研报
2024年07月23日
Global equities gained 0.1%; Japan outperformed
Macro data this weekUS: The ISM manufacturing index on Monday, the JOLTS jobopenings report on Tuesday, and the employment report on
海外研报
2024年07月04日
