海外研报
筛选
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
海外研报
2024年07月10日
European Equity Strategy
It's time for stock picking again: Europe's stock level dispersion and equities market breadth are just starting to recover from lows ( Exhibit 2 and Exhibit 6 ) amid recent investor focus on elections,
海外研报
2024年07月12日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
Getaways and giveaways
In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
海外研报
2024年07月12日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
Germany CAI Continues to Underperform Rest of Europe in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月12日
Outlook for BoJ's "detailed plan" and likelihood of July rate hike
On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报
2024年07月19日
ECB: A September cut remains on track
The ECB kept rates on hold today, as was universally expected. This decision was unanimous and the Governing Council was also united in not giving an explicit
海外研报
2024年07月19日
PBOC shifting to short-term rates
Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.
海外研报
2024年07月10日
BA pleads guilty to criminal fraud. How could this affect BDS in the future?
On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
海外研报
2024年07月10日
