海外研报

July FOMC: one last hold?

The Fed is poised to stand on the sidelines for one more meeting at the July FOMC, as we expect the target range for the Federal funds rate to remain unchanged at 5.25-5.50%. This would mark a full year, or eight

US Consumers More Pessimistic About CurrentEconomic Conditions

The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'

THE UNITED STATES ECONOMIC MONITOR

We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...

Riksbank — 25bp Cut and Dovish Guidance; We Now See 3 More Cuts in 2024

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to 3.5%today, in line with our and consensus expectations. The Executive Board signalled