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Back to fundamentals
Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
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2024年08月14日
Core CPI expected to have firmed in July
We look for firming in July core CPI inflation to 0.21% m/m SA,from an unusually soft 0.06% reading in June. We expect a
海外研报
2024年08月14日
US July CPI preview: Further easing
KEY MESSAGES• We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August).
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2024年08月14日
Boeing Co. (BA): July aircraft order & delivery report
Boeing reported 72 gross new aircraft orders, 1 outright cancellation, and 1 positiveASC 606 adjustment for the month of July. BA delivered 43 aircraft in the month,
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2024年08月14日
AI Revolution: A Polymath in Every Pocket
AI bubble? We’re just getting startedThe third major tech cycle of the past 50 years has begun. We wrote in our inaugural AI
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2024年08月14日
uly US CPI Inflation preview: Modestly firmer, but good enough for Fed cuts
CPI inflation to firm to 0.3% m/m in JulyCPI in June surprised to the downside. We expect some of that surprise to reverse in July.
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2024年08月14日
How much does credit card delinquency matter for spending?
Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit
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2024年08月14日
Central Bank Policy Tracker August 2024
Recent policy changes: DM central banks have continued to cut rates, with23.3% (on a GDP-weighted basis) lowering policy rates over the last three
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2024年08月14日
The Global Point Tuesday, 13 August 2024
We project the 2025E memory market to be better than feared. Despite market concerns on potential memory oversupply in 2025E, and following the memory
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2024年08月14日
GSCHARTOFTHEDAY:CPIPREVIEW
We highlight four key component-level trends we expect to see in this month’s report:
海外研报
2024年08月14日
