海外研报
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Back to fundamentals
Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
海外研报
2024年08月14日
What next after a volatile week for markets?
The period of relative calm for markets came to a screeching halt overthe last week or so. But while recent market moves have been dramatic,
海外研报
2024年08月14日
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
BONDS ARE BACK BUT DON’T GET TOO EXCITED
The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing
海外研报
2024年08月15日
Americas Construction: Building Products Home Depot F2Q24 Read-Throughs
Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
海外研报
2024年08月15日
China Musings The good and the bad of being different
MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is
海外研报
2024年08月15日
GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook
The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
海外研报
2024年08月15日
The Pulse of the Market Pressure Release
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, last week’s price action relieved some pressures on
海外研报
2024年08月15日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE
BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
海外研报
2024年08月15日
