海外研报

Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET

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Market Comments

Neither was the IMF, who in ‘The World Economy is in a Sticky Spot’ warned upside risks to inflation had increased due to sticky services inflation, raising the prospect of even higher-forlonger rates. Yet their warning

Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"

(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials

TOP OF THE AGENDA

.US: Futs are weaker with Tech dragging down SPX/NDX as both Semis and Mag7 are beingsold pre-mkt with ASML -6% onnegative geopolitical headlines; TSM reports tmrw. Pre-mktAAPL, NVDA, TSLA, AMD, MU, AVGO, MSFT, AMAT all down 1.4%

Charts That Caught My Eye

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research

Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this

UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services

BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to

USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.

Housing recovery continues, driven by low supply.

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together