海外研报
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Assessing Market Volatility | Oil Views | European Banks
Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by
海外研报
2024年08月10日
GS TWIG Notes: This Week in Global Research - August 9, 2024
Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
海外研报
2024年08月10日
Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color
Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
海外研报
2024年08月10日
FX Focus India: Will INR weaken further?
We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.
海外研报
2024年08月10日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024
ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-
海外研报
2024年08月10日
Market Intelligence: US Morning Update
Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报
2024年08月10日
Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing
Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
海外研报
2024年08月10日
THE EUROZONE ECONOMIC MONITOR
Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
海外研报
2024年08月10日
THE UK ECONOMIC MONITOR
July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报
2024年08月10日
Russia: Inflation rises to 9.1% due to utility increases as expected
Bottom Line: Rosstat published its estimate for July inflation and in line withconsensus and our estimates it was reported at 9.1% yoy. While this was a sharp
海外研报
2024年08月10日
