海外研报
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Global Rates Trader From “If and When?” to “How Much?
This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
海外研报
2024年08月05日
GS TWIG Notes: This Week in Global Research - August 2, 2024
Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
海外研报
2024年08月05日
1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary
Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
How Weak Is the Consumer?
Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报
2024年08月05日
WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
Quicker labour market cooling could mean more aggressive Fed
A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
海外研报
2024年08月05日
substantial foreign outflows continued in Tech
Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
海外研报
2024年08月05日
The Fed Dot Plod
Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
海外研报
2024年08月05日
