海外研报

Global Macro Insight

We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the

Market Intelligence: US Morning Update

Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:

Employment growth can turn quickly

Employment rose a strong 58.2k in July after a 52.3k increase in June. Over the past six months employment growth has averaged 50.9k. That strength in