海外研报
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The great unwind
Market HighlightsThe big moves in markets continued, with global equity markets selling off further, weak trends in industrial metals, together with the sharp strengthening in JPY against the Dollar. In Asia, all
海外研报
2024年07月27日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
海外研报
2024年07月31日
European Contextual Diary 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08月12日
Confidence Game-Global Daily
As we approach the Jackson Hole Symposium later this week the message from Fed speakers, broadly, has been that they are gaining confidence that the economy is reaching the point where
海外研报
2024年08月20日
GS--Communacopia + Technology Conference 2024 — Key Takeaways4
Gen-AI supporting continued product growth, operational efficiency.Management highlighted the various ways Gen-AI is being utilized. Internally,
海外研报
2024年09月16日
Barclays_US Equity Strategy_Food for Thought- A Boost From Beijing_20240927
Chinese regulators surprised the markets with a package of
海外研报
2024年09月29日
JPM_US Weekly Prospects_20241004
A strong September jobs report put the soft landing
海外研报
2024年10月07日
