海外研报
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RATES & FOREX RESEARCH FOR CORPORATES
US 2Q GDP on Thursday, June PCE inflation on Friday. Euro and UK preliminary PMIs on Wednesday, Canada second rate cut in the balance. Hungary CB SG f/c no change, consensus -25bp. Turkey CBRT f/c on hold.
海外研报
2024年07月25日
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10日
Consumer Checkpoint Facing hurdles or the high jump?
• Bank of America aggregated credit and debit card spending per household fell 0.4% year-over-year (YoY) in July, compared to a
海外研报
2024年08月14日
Apr-Jun earnings wrap: Solid progress; expect profitgrowth after sell-off,
Apr-Jun results confirmied solid progress in line with expectations, Yen deprecintionduring the quarter (+13% YoY) made a large contribution, However, it seems sharepeiees this earnings
海外研报
2024年08月18日
Global FX Trader Counting Down to Cuts
USD: Cut but don’t run. The time for cuts has come, and FX markets clearlysee that as a time to short the Dollar. It is understandable because the Dollar
海外研报
2024年08月26日
Thoughts on the Pullback; Positioning intel; GTLB, ZS
Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that
海外研报
2024年09月05日
GD--NERVOUS BULLS
September’s risk relapse is a reminder that the summer turbulence has impaired market sentiment. ▪ Slowdowns do not necessarily portend recessions, nor are stock market corrections necessarily the harbinger
海外研报
2024年09月10日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
