海外研报
筛选
Bank of Korea: preparing for a Q4 pivot
The Bank of Korea’s (BoK) decision to keep its policy rate unchanged at 3.50% was unanimous, but its forward guidance has turned incrementally more dovish as anticipated.
海外研报
2024年07月12日
Another month of soft retail spending
Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and debit cards, was down 0.5% year-over-year (y/y) in June. Card spending per HH was
海外研报
2024年07月12日
Getaways and giveaways
In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
海外研报
2024年07月12日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
Germany CAI Continues to Underperform Rest of Europe in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月12日
USA | Equity Strategy
We updated our Manager Holdings for Long Only investors, and it hadimplications for a number of Hedge Fund portfolios. We updated Uber Crowded,
海外研报
2024年07月12日
Sticky inflation is coming unglued
The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
海外研报
2024年07月12日
Europe Non Research Other
All about the US inflation print this alernoon and i willtake my lead from there. The market feels as though it wanls to embrace alower USD and if the print is sot (rounding will also be important today)
海外研报
2024年07月12日
European Equity Strategy
It's time for stock picking again: Europe's stock level dispersion and equities market breadth are just starting to recover from lows ( Exhibit 2 and Exhibit 6 ) amid recent investor focus on elections,
海外研报
2024年07月12日
China: Not Quite the QE You Expect
The People’s Bank of China (PBoC) has been trying to cap a record-breaking rally in the bond market. Unfavourable rate differentials add to yuan
海外研报
2024年07月12日
