海外研报

US Weekly Prospects

Fed on track for September easeAgainst this backdrop, the FOMC meets next week, Despite afew high-profile calls for the Fed to start cutting next week,that does not appear to be in the cards. Rather, we look foreasing

US Job Openings Above Expectations, Hires Slow

US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May

Multi-Asset Strategy Daily

With worries about the US labour market in the limelight, today’s weekly US jobless claims will be closely

Global Equity Market Arithmetic

Equities bounced back strongly last week, with the MSCI World gaining 4.0% to leave it just 1% away from its all-time high. The S&P 500 has now recouped the losses that started initially on 11

USA: New Home Sales Well Above Expectations; Boosting Q3 GDP Tracking to +2.5%

BOTTOM LINE: New home sales jumped in July, significantly above consensusexpectations for a smaller increase. Following this morning’s data, we boosted our

Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada:o Our July sequential trimmed core inflation measures remained soft in the