海外研报
筛选
FED CUTS ≠ WEAKER DOLLAR
The dollar has weakened significantly over the past few months and is edging towards the lows seen in January, when rates markets bet big on a Fed pivot. The commencement of global
海外研报
2024年08月23日
US SAAR moderates with Europe also soft, STLA US sales continue to decline
US SAAR moderates as incentives remain up - US SAAR was 15.1mn units inAugust, stepping down by -4.4% vs. July and broadly flat YoY at +0.6%. The print
海外研报
2024年09月06日
Cheney Reaction Global Daily
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月11日
JPY: FOMC review and BoJ preview
from the previous 5.25%-5.50% to 4.75%-5.00%. Since market expectations were divided between a 25bp cut and a 50bp cut (with the market leaning slightly
海外研报
2024年09月20日
MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits
The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
海外研报
2024年09月24日
JPM - Meta Platforms_20240926
Meta Connect highlighted continued progress across the company’s Alambitions, which are
海外研报
2024年09月28日
