海外研报

Our Circular Economy Ecosystem Expands in 2024

A broader increase in investment towards efficiency solutions is likely to providetailwinds for Circular Economy adoption and enablement to help decouple growth

Relative value models and analysis

This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption

FIRST ECB MIDSUMMER DATA CHECK: CUT

Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits

Limited impact from roadmap delays, but less pricing power upside in FY26

Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook

Credit CallsTuesday, August 27, 2024

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: FAB index continues to decline as USDIC yields fill more than hedging costs (Narhanie! Rosenbaum, CF4 /