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Global Economics Wrap-Up: August 2, 2024
Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
海外研报
2024年08月05日
Eye on Freight: Tracking Trucker Employment
Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
海外研报
2024年08月09日
WHAT COULD MOVE THE MARKET IN H2/24
Brazilian assets are finally showing more convincing signs of recovery. Following the sharp selloff during the first half of the year, the Brazilian market appears to have turned a corner, with
海外研报
2024年08月16日
Next week...this week
Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
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2024年08月24日
A Fed put doesn’t always mean a USD put
The coming days will see the release of the Fed’s preferred measure of inflation, US core PCE data, as well as Nvidia Corporation’s earnings. So investors are
海外研报
2024年08月28日
EF--August CPI preview: another benign report
Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
海外研报
2024年09月12日
GS--Deliveroo (ROO.L): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Deliveroo Founder and CEO Will Shu and CFO Scilla Grimbleat the Communacopia + Technology Conference.
海外研报
2024年09月17日
GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)
The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that
海外研报
2024年09月22日
Citi_Global FX Strategy Today’s data reinforce our bearish EURUSD view_20240923
CITI’S TAKE
海外研报
2024年09月25日
