海外研报
筛选
July HICP preview: another bump in the road
We expect Eurozone headline inflation to rise from 2.5% to 2.6% YoY in July, a very small rebound due to energy, probable noise in clothing
海外研报
2024年07月26日
VOLATILE MARKETS FAVOUR EM CREDIT
EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many
海外研报
2024年09月06日
GS--Dynatrace Inc. (DT): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Dynatrace’s CEO Rick McConnell and CFO Jim Benson aspart of our Communacopia + Technology conference.
海外研报
2024年09月14日
BofA_US Watch September FOMC meeting- A hawkish 50_20240918
A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
海外研报
2024年09月20日
BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is
Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
海外研报
2024年09月24日
GS--Australia: Job Vacancies: Broad-based Decline in August
Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.
海外研报
2024年09月28日
SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October
Business surveys slipping further into recession territory and softer-than-expected
海外研报
2024年10月02日