海外研报
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What Companies Are Saying: StillWaiting And Seeing
Companies broadly report steady growth butnota lotofupward momentum as theyand their customers are still in a pervasive wait and see loop given lingeringuncertainties around inflation, interest rates, domestic politics, elections,
海外研报
2024年08月20日
The Major bond letter Free to View Fixed Income - Rates Global #52. Turning points
Head fake or the real thing? The question bond investors and traders are debating today is whether the events of the last few weeks will mark a decisive turning point
海外研报
2024年08月20日
Israel: Large Downside Surprise to Growth in Q2
Bottom Line: Israel’s GDP growth fell from +17.3%qoq annl. to +1.2%qoq annl.(both seasonally adjusted), which was significantly below consensus expectations
海外研报
2024年08月20日
Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook
BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
海外研报
2024年08月20日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月20日
The Weekly Worldview: As the Dust Settles
As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline
海外研报
2024年08月20日
Reiterate Buy rating (on Conviction List) on Potential for Positive EPS Revisions and Compelling
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
海外研报
2024年08月20日
Interest Rates Daily-Push and pull
US rates have been pushed and pulled by mixed data recently. The 2024 Jackson Hole Economic Symposium kicks off on Friday, where we expect Fed Chair Jerome
海外研报
2024年08月20日
FX Trade Idea-Sell EUR/USD
towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this
海外研报
2024年08月20日
Multi-Asset Strategy Daily
If there is a message from last week’s US data, we would say it’s this one: “disinflation is ongoing and there is no need to panic on the economy for now”. The UoM survey numbers also supported that view, with
海外研报
2024年08月20日
