海外研报
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Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
海外研报
2024年08月10日
Municipals Weekly Muni rates to ride rogue wave lower
A rogue wave event starts the rigorous phase of rallyThe three-day event of equity and bond market moves post FOMC meeting exhibit all
海外研报
2024年08月10日
What we learned at our 2024 SMID Cap Conference
Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats
海外研报
2024年08月10日
US Economic Weekly Now it’s up to the data
Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
海外研报
2024年08月10日
Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum
Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline
海外研报
2024年08月10日
End of Week Market Intelligence: flattish
what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US
海外研报
2024年08月10日
Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
Global FX Trader Too Much Shade on the Carry Trade
n JPY: Carry not so scary. Since the sharp sell-off in USD/JPY that started onFriday and accelerated through Monday alongside broader market volatility, the
海外研报
2024年08月10日
It's positioning, stupid!
US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
海外研报
2024年08月10日
Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
海外研报
2024年08月10日
