海外研报
筛选
Core CPI expected to have firmed in July
We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
海外研报
2024年08月10日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
海外研报
2024年08月18日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
海外研报
2024年08月26日
If this is September, wait for November Global Daily
It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
海外研报
2024年09月05日
GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli
With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data
海外研报
2024年09月10日
BofA_BofA on USA Summer doldrums
Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年09月13日
DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment
increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
海外研报
2024年09月19日
BofA Hartnett Flow Show - Top of the world
Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,
海外研报
2024年10月01日
