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Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the
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2024年07月29日
EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
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2024年08月01日
Retail Radar Who bought the dip today?
For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Retail participants were aggressive net sellers today, with much of the
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2024年08月09日
Coal Tracker: Natural gas-driven coal rally has overshot fundamentals
In the past three weeks, the physical API2 price rallied to 123 USD/t, 21% upfrom its July 2024 low, while the Newcastle coal price rallied by 9% to 145
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2024年08月21日
The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
海外研报
2024年08月24日
