海外研报
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US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024
ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-
海外研报
2024年08月10日
Market Intelligence: US Morning Update
Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报
2024年08月10日
Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing
Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
海外研报
2024年08月10日
THE EUROZONE ECONOMIC MONITOR
Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
海外研报
2024年08月10日
THE UK ECONOMIC MONITOR
July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报
2024年08月10日
Russia: Inflation rises to 9.1% due to utility increases as expected
Bottom Line: Rosstat published its estimate for July inflation and in line withconsensus and our estimates it was reported at 9.1% yoy. While this was a sharp
海外研报
2024年08月10日
Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
Economics Focus：Summer revision course
This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
海外研报
2024年08月10日
