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3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
AS IF NOTHING EVER HAPPENED?
MULTI ASSET Vol spikes like the one earlier this month are not uncommon. Historically, markets tend
海外研报
2024年08月18日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
Employment growth can turn quickly
Employment rose a strong 58.2k in July after a 52.3k increase in June. Over the past six months employment growth has averaged 50.9k. That strength in
海外研报
2024年08月18日
