海外研报
筛选
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought more evidence
海外研报
2024年07月29日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
Midday Market Intelligence: data
pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
海外研报
2024年08月09日
Themes and implications from the Global Equity Investors Quarterly
Before the setback in markets over the last week, higher valuations and a narrow market in the U.S. had made our investors more cautious on the
海外研报
2024年08月21日
The ECB's throuple... or trouble?
The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,
海外研报
2024年08月24日
