海外研报
筛选
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
Asia-Pacific Growth Monitor: Steady overall, SE Asia outperforming
This publication summarizes regional and country-specific growth data across nthe Asia-Pacific economies we cover. In most cases, the latest data points arefor August 2024.
海外研报
2024年09月06日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Thailand and Taiwan markets outperformed, while
海外研报
2024年09月06日
August employment preview: improved from July
We expect nonfarm payrolls to rise by +165k in August, bouncing back somewhat from the soft print of just +114k in July. If our forecast is on
海外研报
2024年09月06日
Morning Market Tidbits From one mandate to the other
An end to the sole focus on the inflation mandateFor this inflation forecaster, next week’s CPI report will be bittersweet. After a
海外研报
2024年09月06日
DB CoTD: Flat! – Jim Reid
Regular readers will know that I’m a big fan of the predictive power of the yield curve in terms of forecasting the US cycle. However, it’s fair to say that its
海外研报
2024年09月06日
DB CoTD: The best and worst daily market cap moves in history – Jim Reid
Last night saw the largest market cap fall for any stock in history with Nvidia seeing $279bn wiped out in its -9.53% fall. For context, that’s similar in size to
海外研报
2024年09月06日
US SAAR moderates with Europe also soft, STLA US sales continue to decline
US SAAR moderates as incentives remain up - US SAAR was 15.1mn units inAugust, stepping down by -4.4% vs. July and broadly flat YoY at +0.6%. The print
海外研报
2024年09月06日
Global Retail Conference 2024 — Day 1 Takeaways
Day 1 of our 31st Annual Global Retailing Conference revealed a better-than-fearedand cautiously optimistic tone on the outlook for the consumer into 2H. This slightly
海外研报
2024年09月06日
