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Global Economics Weekly Ready, set... slow
The global economy is showing signs of slowing, withmanufacturing weakening and the US labour market cooling.
海外研报
2024年08月05日
CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind
CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
海外研报
2024年08月05日
New CEO announced, production outlook held, higher FCF use expected for FY; Buy
Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
海外研报
2024年08月05日
July FOMC meeting: Not quite there yet
Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
海外研报
2024年08月05日
Refunding recap: bill shift => coupon delay
UST coupon sizes stable, bills to rise in futureTreasury kept nominal coupon sizes stable & modestly increased TIPS sizes at the August refunding, as expected (see UST refunding preview). Three aspects of the
海外研报
2024年08月05日
CP monitor: higher financials supply
Supply: notable pickup in foreign financials CP outstanding has increased $35bn since the end of June, bringing the total to $1.27tn.
海外研报
2024年08月05日
US Rates Watch Fed funds: higher when FHLB discos rise
Fed funds will rise with FHLB discount note ratesClients have increasingly asked: when will the effective federal funds (FF) rate rise? Our answer
海外研报
2024年08月05日
Fed to start with 50bp cuts in rapidly weakening labor market
CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable
海外研报
2024年08月05日
Daily and weekly indicators for the US economy
Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
海外研报
2024年08月05日
What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?
This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
海外研报
2024年08月05日
