海外研报
筛选
Weekly Warm-up: What Does Falling Inflation Mean for Stocks?
What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
海外研报
2024年07月16日
Healthcare Pulse: Strap-In... Investor sentiment; market color; sector themes; charts to watch
We’re now headed into what could be a volatile tradingperiod in the weeks ahead marked by a confluence of
海外研报
2024年07月16日
Asia FX Talk BI to stand pat
Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
海外研报
2024年07月18日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventual
海外研报
2024年07月20日
Malaysia’sQ2GDP:well-rounded improvement in growth
Malaysia’s Q2 2024 GDP recorded a robust 5.8% y/y growth according to advance estimates released today. Not only did this performance surpass
海外研报
2024年07月20日
Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
US Economics | US Economic Data
Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
海外研报
2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月17日
IS TRUMP UNSTOPPABLE?
With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
海外研报
2024年07月18日
Weekly Teller: Initial 2Q takeaways
Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net
海外研报
2024年07月20日
