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European Contextual Diary The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年08月18日
USA: July Housing Starts Fall Sharply in the South
BOTTOM LINE: Housing starts dropped by 6.8% in July from a downwardly revisedJune level, well below expectations for a smaller decrease. The decline was led by
海外研报
2024年08月18日
UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
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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19日
MXAPJ rebounded 3% as Asian markets generally rallied amid easing US
MXAPJ gained 2.7%, with significant gains in Korea,Singapore, Taiwan, and Philippines (+4-5%), while Thailand,
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2024年08月19日
Global Economics Weekly A change in narrative
As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,
海外研报
2024年08月19日
Trend follower bond longs getting stretched, equity closer to neutral for now
CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since
海外研报
2024年08月19日
