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South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track
Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above
海外研报
2024年07月31日
Summer revision courses: ECB rates
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年07月31日
Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
海外研报
2024年07月31日
Interest Rates Daily
With UK elections passed, and a Labour government which is trying to project an image of being spendthrift, markets have 14bp of cuts being priced into this week’s
海外研报
2024年07月31日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
海外研报
2024年07月31日
July Flashlight for the FOMC Blackout Period Rate Cuts Coming Into View
Congress has given the Federal Reserve a dual mandate of "maximum employment" and "price stability." With inflation surging to a 40-year high in 2022, the FOMC largely
海外研报
2024年07月31日
BANK OF JAPAN (FINALLY) GETS BOLDER
Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
海外研报
2024年08月01日
