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CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
Our forecast for BoJ's next hike frontloaded to January
We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
海外研报
2024年08月15日
The Point for North America Thursday, 22 August 2024
US MedTech - 2Q24 Recap: Another Wild RideIf we thought that the 1Q24 was a season of volatility the 2Q24 surpassed it, by a
海外研报
2024年08月23日
Food for Thought: Potential Catalysts to Watch
SPX forward volatility term structure illustrates how equitymarkets are keeping eyes on the Fed, jobs and inflation as a
海外研报
2024年08月27日
Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
DR--Investor Positioning and Flows
Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
海外研报
2024年09月11日
