海外研报
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Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
How concerning are the macro data?
Market concerns building over US data…The rapid market moves in recent days have had many catalysts, from moves in
海外研报
2024年08月09日
3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
Macro Insights Weekly Putting the inflation genie back in the 2% bottle
The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
海外研报
2024年08月21日
The Flying DutchmanIndia: What can go wrong?
What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from
海外研报
2024年08月24日
