海外研报
筛选
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought more evidence
海外研报
2024年07月29日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
Midday Market Intelligence: data
pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
海外研报
2024年08月09日
Themes and implications from the Global Equity Investors Quarterly
Before the setback in markets over the last week, higher valuations and a narrow market in the U.S. had made our investors more cautious on the
海外研报
2024年08月21日
