海外研报
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3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月18日
Collective obliviousness?
Just two weeks have passed since the sharp deterioration in the US employment report sparked a
海外研报
2024年08月18日
DeskTalk - Ready for Powell at Jackson Hole
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年08月18日
Large foreign buying in Taiwan this week
Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
海外研报
2024年08月18日
The Global Impact of Higher US Tariffs (Briggs/Kodnani)
Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is
海外研报
2024年08月18日
G10 Cuts Broaden as Data Stabilize
Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
海外研报
2024年08月18日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
海外研报
2024年08月18日
