海外研报
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Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
海外研报
2024年08月10日
Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
海外研报
2024年08月14日
UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
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2024年08月18日
Boeing Co. (BA): Monthly aircraft delivery tracker: August mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 24 aircraft thus far in August through 8/21, including 16 737 MAX, 2 777, 3
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2024年08月22日
What's Priced In? Boom or Bust?
We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we
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2024年08月26日
Trend evidence still bullish but aware of cycle composite
Before I get into the current trend evidence, I wanted to take a look at the macro and
海外研报
2024年09月05日
CT--Global Economics Global Indicators August Chartbook: The World in Pictures
CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
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2024年09月10日
GS--Global Views: Controlled Descent
1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in
海外研报
2024年09月13日
