海外研报

Midday Market Intelligence: data

pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims

Themes and implications from the Global Equity Investors Quarterly

Before the setback in markets over the last week, higher valuations and a narrow market in the U.S. had made our investors more cautious on the

The ECB's throuple... or trouble?

The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,