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Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
海外研报
2024年08月14日
BoK preview – Policymakers are likely to maintain a cautious stance
The BoK is expected to maintain its cautious stance due to mounting concerns about thehousing market. Sluggish activity data, including the contraction in 2Q GDP and sustained
海外研报
2024年08月18日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年08月26日
Weekly Warm-up: Happy "Labor" Day
Mixed Signals...The correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected
海外研报
2024年09月05日
BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE
Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报
2024年09月10日
electionwatch-12-september-2024-v7
With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring
海外研报
2024年09月13日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for
Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,
海外研报
2024年09月23日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline
海外研报
2024年09月27日
