海外研报
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July FOMC: one last hold?
The Fed is poised to stand on the sidelines for one more meeting at the July FOMC, as we expect the target range for the Federal funds rate to remain unchanged at 5.25-5.50%. This would mark a full year, or eight
海外研报
2024年07月29日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报
2024年08月01日
THE UNITED STATES ECONOMIC MONITOR
We look for a decline in initial claims to 235K, from 249K, as the boost from Hurricane Beryl wears off...
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2024年08月09日
Riksbank — 25bp Cut and Dovish Guidance; We Now See 3 More Cuts in 2024
BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to 3.5%today, in line with our and consensus expectations. The Executive Board signalled
海外研报
2024年08月21日
US Weekly Kickstart
This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q
海外研报
2024年08月24日
French politics: seeking a prime minister
French President Emmanuel Macron started discussions with the different political parties at the end of last week with the goal of
海外研报
2024年08月31日
UBS - The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月09日
Asia FX Outlook Q4 2024 - Ride with the tide
This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报
2024年10月08日
GS--E Ink stronger catalysts ahead
In this report we preview Largan, Fositek, and E Ink revenues for the coming 3
海外研报
2024年10月11日
