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European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
海外研报
2024年07月11日
Thoughts ahead of June quarter-end earnings
Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales
海外研报
2024年07月11日
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
海外研报
2024年07月11日
USD CPI market preview
Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
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2024年07月11日
DB CoTD: It's patently obvious...
A reminder that we publish a weekly AI newsletter looking at all the rapidly evolving news flow in the field. This week’s edition is just out here and looks at how OpenAI
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2024年07月11日
DB CoTD: The Kuiper Belt..
The 2024 Institutional Investor (II) Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be
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2024年07月11日
The US consumer-should we be worried?
Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
海外研报
2024年07月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
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2024年07月11日
US CPI in focus, while BOK, BNM to stand pat
With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
海外研报
2024年07月12日
