海外研报
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Is this what data-point dependence looks like?
The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor
海外研报
2024年08月06日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
海外研报
2024年08月18日
Dollar Tree Stores Inc. (DLTR): First Take: 2Q miss; FY guidance lowered
DLTR reported 2Q adj EPS of $0.67, below the GS estimate of $1.07 and consensus(Refinitiv) of $1.04. Consolidated SSS of +0.7% was below GS/consensus at
海外研报
2024年09月05日
A small step for the dollar or a giant leap against it?
USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
海外研报
2024年09月19日
UBS--Global Risk Radar: Middle East conflict extends to Lebanon
• The current conflict in the Middle East has
海外研报
2024年10月08日
GS--Boeing Co. (BA): September aircraft order & delivery report01
Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)
海外研报
2024年10月11日
MS_Future of Europe - The Demographic Challenge and What It Means for Growth_20241009
A declining working age population could weigh on European growth. All else equal, we estimate a 4%
海外研报
2024年10月14日
JPM_US Market Intell Morning Briefing_20241016
SPX +0.0%, NDX +0.1%,RTY +0.4%.WTl -28bps at $70.38, NatGas -52bps to $2.49, UKNatGas +58bps to 0.9937,Gold %，D
海外研报
2024年10月17日
