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Economic Insights
Core CPI inflation likely remained weak in July. We expect an increase of just 0.077% m-o-m, similar to the June reading of 0.065% .
海外研报
2024年08月14日
What next after a volatile week for markets?
The period of relative calm for markets came to a screeching halt overthe last week or so. But while recent market moves have been dramatic,
海外研报
2024年08月14日
UBS House View Monthly Extended August 2024 - intra-month update
The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as
海外研报
2024年08月14日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
海外研报
2024年08月14日
poast Hoc Ergo Propter Hoc
Stocks struggled for direction yesterday as markets looked ahead to a packed data calendar for the rest of the week. The S&P500 closed flat, the NASDAQ rose 0.21% and the EuroStoxx 50
海外研报
2024年08月14日
TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
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2024年08月14日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
The Risk Of An Inflation Surprise
Investors are so certain that the Federal Reserve is all set to make aggressive cuts in interest rates, that if July’s CPI release this Wednesday comes in higher
海外研报
2024年08月14日
Gold to get its medal
The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.
海外研报
2024年08月14日
The Ghosts of August Shall Fade August 2024
The last several weeks have been turbulent for equity markets, and the potential for episodic volatility persists amid concerns such as: the Federal Reserve (Fed)
海外研报
2024年08月14日
