海外研报
筛选
USA: Initial Claims Decrease More Than Expected
BOTTOM LINE: Initial jobless claims by decreased more than expected in the weekended August 3. The decrease was led by a decline in filings in Michigan, which we
海外研报
2024年08月09日
“When the facts change…”: follow-up on the Fed
In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US
海外研报
2024年08月10日
Americas Construction: Building Products: AHRI — June Read-Throughs
Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month
海外研报
2024年08月10日
Decompression Creates Opportunities in Asia HY
The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
海外研报
2024年08月10日
Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报
2024年08月10日
Interest Rates Daily
Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics. Having front-loaded
海外研报
2024年08月10日
