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Powell Deftly Opens the Door for Rate Cuts, but Doesn't Appear Ready to Step Through It
Fed Chair Powell made a subtle shift in his stance on monetary policy today, speaking before the Economic Club ofWashington DC. He made it abundantly clear that he did not want to send a signal about any particular meeting coming
海外研报
2024年07月17日
Wealth and wellbeing
For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
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2024年07月17日
Attempted assassination of presidential candidate Donald Trump
On Saturday evening, former President Donald Trump was wounded in anassassination attempt during a campaign rally. A bystander was killed, andtwo others were critically wounded. The assailant was shot dead by securityservices.
海外研报
2024年07月17日
Global Macro Commentary
Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
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2024年07月17日
Elevating To Top Pick As Apple Intelligence Catalyzes Record Upgrade Cycle
Apple Intelligence is set to drive record device upgrades; our new forecast calls for 235m iPhone shipments in FY25 and 262m in FY26, 2-12% above Street.
海外研报
2024年07月17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
NVDA Thermal Issues?
I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
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
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2024年07月17日
Click “here” to listen to the Europe Morning Call.
Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
海外研报
2024年07月17日
Land of the rising equities and bond yields — a look at cross-asset moves in Japan
Last week a softer-than-expected CPI print pushed forwardrate cut expectations and prompted one of the largest
海外研报
2024年07月17日
