海外研报

Rate Cuts and Recession Risk After the July Employment Report

The July employment report was weak across the board, with soft gains in bothpayroll and household employment and another 0.2pp increase in the

Google and Meta struck secret ads deal to target teenagers

Google and Meta made a secret deal to target advertisements for Instagram toteenagers on YouTube, skirting the search company's own rules for how minorsare treated online.

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,

Global Rates Trader Pivot in Place

A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing