海外研报

Argentina: Impressive disinflation, with side-effects

Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%

USD hit by more “good data”

FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary

Thoughts ahead of June quarter-end earnings

Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales