海外研报
筛选
US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024
and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
海外研报
2024年08月09日
Market Intelligence: US Morning Update
Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
海外研报
2024年08月09日
Higher Than Expected Jul Inflation Driven by Non-Core
Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in
海外研报
2024年08月09日
MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision
Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
海外研报
2024年08月09日
Midday Market Intelligence: data
pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
海外研报
2024年08月09日
THE EUROZONE ECONOMIC MONITOR
German manufacturing output rebounded modestly in June, but likely fell back in July.
海外研报
2024年08月09日
THE UNITED STATES ECONOMIC MONITOR
We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...
海外研报
2024年08月09日
Multi-Asset Strategy Daily
With worries about the US labour market in the limelight, today’s weekly US jobless claims will be closely
海外研报
2024年08月09日
Taiwan: Pullback in July Exports As Expected
Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.
海外研报
2024年08月09日
The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report
Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged
海外研报
2024年08月09日
