海外研报

WBD & PARA Credit: Another 'Spin' on Our Cautious Views

Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.

High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound

Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI

The Global Point Thursday, 15 August 2024

The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems