海外研报
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Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
Economics Focus：Summer revision course
This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
海外研报
2024年08月10日
TAIEX -1% despite a 3% rebound in TSMC, amid declines across non-defensive
Performance: MSCI/All Taiwan +0.6%/-0.9% this week,outperforming MXAPJ by +1.5% (in US$), with gains in
海外研报
2024年08月10日
US Economic Perspectives CPI preview comment
We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
海外研报
2024年08月10日
UK—July Inflation and June Labour Market Preview
BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
海外研报
2024年08月10日
Ukraine: Inflation Rises Above Mid-Point of Target, As Expected
Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
海外研报
2024年08月10日
MONETARY POLICY MATTERS, BUT GROWTH MATTERS MORE
Macro Drivers: Despite the soft payroll numbers, a US recession remains unlikely ◼ Multi Asset: Fed cuts are only good for risk assets when a recession does not follow
海外研报
2024年08月12日
How Deep Will The Recession Be?
According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报
2024年08月12日
