海外研报

German Headline Inflation Notably Below Consensus

BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and

Intraday FX View FX & Precious Metals Trading | 2 September 2024

After Jerome Powell’s statement that “the direction of travel is clear” at Jackson Hole and EUR USD breaching our target of 1.12 it has been only up for the US$ since then. The combination of solid US economic data prints, political jitters in

EF--Mixed jobs report offers no definitive signal for the Fed

The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On

GS--AEJ Week Ahead: China August activity data; CBC and BI meetings

growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel

BofA_Tesla Motors We, Robot- Good event - maybe We, raise low cost capital now_20241011

Robotaxi event lives up to the hype; Reiterate Buy