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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
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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
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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)…
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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.
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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
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2024年09月10日
