海外研报

Mizuho China Weekly Outlook

China’s Q2 GDP growth disappointed, rising 4.7% YoY, compared to market expectations of 5.0% and Q1’s 5.3%. This slowdown was primarily driven by final consumption, which contributed 3.0ppt to headline

USD CPI market preview

Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are

Taking shelter from inflation

Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just