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2Q24 earnings recap, and thoughts on end market trends
Coming out of 2Q24 earnings season, Street estimates on average moved lower forcompanies more tied to the auto end market (especially EV OEMs and auto
海外研报
2024年08月09日
What We Learned About the Jump in Temporary Layoffs From the Household Survey Microdata
n The unemployment rate rose another 0.2pp to 4.3% in July, but over 70% of theincrease came from a spike in temporary layoffs. This was good news because
海外研报
2024年08月09日
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
