海外研报
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How Market Moves Could Affect the Economy and the Fed
Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
海外研报
2024年08月08日
The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best
This Month’s OverviewMain Points 1
海外研报
2024年08月08日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Earnings-day volatility at 14-year highs
We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
海外研报
2024年08月08日
Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
Eye on Freight: Tracking Trucker Employment
Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
海外研报
2024年08月09日
