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We Forecast Core PCE at 0.16% After PPI
We now forecast core PCE inflation for June at 0.16% vs. 0.08%M in May. Headline is forecasted at 0.07% vs. -0.01%M the month prior. We expect the Y/Y
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2024年07月16日
Tracking Trucker Employment; TL Drivers Exit But More May Be Needed
Long haul trucking lost 1,200 drivers in May, below their pre-COVID seasonalsequential increase of ~2,600 drivers (we note that long haul data lags total
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2024年07月12日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
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2024年07月11日
DB CoTD: The Kuiper Belt..
The 2024 Institutional Investor (II) Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be
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2024年07月11日
Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments
(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
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2024年07月15日
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
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2024年07月11日
DB CoTD: It's patently obvious...
A reminder that we publish a weekly AI newsletter looking at all the rapidly evolving news flow in the field. This week’s edition is just out here and looks at how OpenAI
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2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
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2024年07月11日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
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2024年07月15日
Argentina: Impressive disinflation, with side-effects
Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%
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2024年07月19日
