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FOMC preview
The June FOMC meeting statement described activity as expanding at a “solidpace," job gains “'strong," and unemployment “low." We don't see any of thatchanging. Since the June meeting the unemployment rate has risen another tick to4.1%, in line
海外研报
2024年07月29日
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report
Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged
海外研报
2024年08月09日
Week 16 August – 23 August
• European summer finished early this year with cross-border issuance already hitting the market. Apart from
海外研报
2024年08月24日
Hidden messages of Jackson Hole 2024
At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
海外研报
2024年08月31日
US Weekly Kickstart_ A capped Russell 1000 Growth benchmark would flip NVDA,
High market concentration has caused some equity style and sector indices to exceed regulatory thresholds for diversification. These thresholds
海外研报
2024年09月09日
