海外研报
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Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)
n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报
2024年07月27日
growth slowdown, US elections, market concentration
The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic
海外研报
2024年07月27日
Shifting neutral into the summer but we remain mildly pro-risk for 12m
Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
海外研报
2024年07月27日
Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET
Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut
海外研报
2024年07月27日
Earnings’ First Takes: Man Group | LBTYA
Man Group – PBT beat at 1H – Man Group reported 1H24 results with adj. PBT+13% ahead of consensus driven by beats in core management fee and
海外研报
2024年07月27日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: Another risk off session in Europe (SXXP -0,7%, SX5E -1%, V2X +0.9pts, Adv 37%of $XXP) with downbeat earnings reports across sectors and weaker than expected
海外研报
2024年07月27日
Market Intelligence: US Morning Update
Click “here” to listen to the US Morning Call.Stocks in Asia were mixed Friday as mainland China and Hong Kong eked out
海外研报
2024年07月27日
The politics of a weaker US dollar Weekly - Regional View US
The US dollar has been a strong performer in recent years, appreciating over40% since its cyclical low in 2011 as measured against a basket of currencies
海外研报
2024年07月27日
Downside Risk to Prices
We still forecast a $75-90 range for Brent given our base cases of trend-likegrowth in GDP and oil demand (under steady US policies), and OPEC+ market
海外研报
2024年07月27日
Olympic truce?
The 2024 Olympic Games open today in Paris, bringing with the sporting events the ancient tradition of the Olympic Truce for the next fortnight or so.
海外研报
2024年07月27日
