海外研报
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GEMs Flow Talk The word is resilience
Leverage: Credit markets held in well and support our view that there is little if any leverage in public credit markets. EM and DM spreads held in surprisingly well and
海外研报
2024年08月10日
Global Economic Weekly Unwarranted panic
Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报
2024年08月10日
Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
海外研报
2024年08月10日
Municipals Weekly Muni rates to ride rogue wave lower
A rogue wave event starts the rigorous phase of rallyThe three-day event of equity and bond market moves post FOMC meeting exhibit all
海外研报
2024年08月10日
What we learned at our 2024 SMID Cap Conference
Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats
海外研报
2024年08月10日
US Economic Weekly Now it’s up to the data
Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
海外研报
2024年08月10日
Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum
Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline
海外研报
2024年08月10日
CAD: still labouring away
Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报
2024年08月10日
End of Week Market Intelligence: flattish
what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US
海外研报
2024年08月10日
Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
