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European Week Ahead: August 5 - August 11

08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
海外研报

Interest Rates Daily

Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics.  Having front-loaded
海外研报

Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing

Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
海外研报

Global Market Views: Summer Turbulence En Route to a Soft Landing

1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of
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Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ

MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报

Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?

On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
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august-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.
海外研报

Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river

***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on
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Barclays_China stimulus This could be big_20240927

While not our base case, a CNY5trn property stabilisation fund
海外研报

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize
海外研报