海外研报
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Fed Chatterbox: July Edition (Rindels)
Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
海外研报
2024年07月27日
Implications of Higher Tariffs for Euro Area and US Monetary Policy
Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
海外研报
2024年07月27日
Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)
n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报
2024年07月27日
growth slowdown, US elections, market concentration
The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic
海外研报
2024年07月27日
Shifting neutral into the summer but we remain mildly pro-risk for 12m
Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
海外研报
2024年07月27日
Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET
Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut
海外研报
2024年07月27日
Earnings’ First Takes: Man Group | LBTYA
Man Group – PBT beat at 1H – Man Group reported 1H24 results with adj. PBT+13% ahead of consensus driven by beats in core management fee and
海外研报
2024年07月27日
Japan Weekly Kickstart Going with the flows
Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport
海外研报
2024年07月27日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: Another risk off session in Europe (SXXP -0,7%, SX5E -1%, V2X +0.9pts, Adv 37%of $XXP) with downbeat earnings reports across sectors and weaker than expected
海外研报
2024年07月27日
Market Intelligence: US Morning Update
Click “here” to listen to the US Morning Call.Stocks in Asia were mixed Friday as mainland China and Hong Kong eked out
海外研报
2024年07月27日
