海外研报
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Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
SOFR trimming
The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
海外研报
2024年07月25日
Europe Trembles At the Trump Tremor
The rising odds of a Trump victoryin November are weighing on theperformance of European equities.Investors fear a resumption of thetrade wars that dominated the frstTrump presidency.
海外研报
2024年07月25日
SOFR methodology tweak: minimal impact
SOFR changes: no affiliate trades, limit specials impactLast week the NY Fed proposed two very technical changes to the SOFR calculation
海外研报
2024年07月25日
Market Analysis Comment Bullish broadening and rotation
2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
海外研报
2024年07月25日
2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)
Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the
海外研报
2024年07月25日
India budget: closer to the medium-term fiscal target
The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The
海外研报
2024年07月25日
Is the front end fairly priced?
Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
海外研报
2024年07月25日
apan: rise in Nikkei due more to power of reflation than economic quality improvement
The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报
2024年07月25日
