海外研报
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June payrolls preview: The job market continues to hum along
Cooling but not coolWe forecast nonfarm payrolls rose by a solid 200k in June, a 72k decline from the 272k
海外研报
2024年07月04日
Supply and Cash Flow Monitors
EUR22.5bn gross supply and EUR0.9bn net supply on the back of bigBTP redemptions and Bunds coupons. On offer new 10Y Bund, Green Bunds tap, LT OAT, SPGB (new 7Y) /
海外研报
2024年07月01日
US Macro Weekly--Jobs report in the spotlight
Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,
海外研报
2024年07月01日
GS--China: Tourism data showed largely stable momentum during the National Day Golden Week
Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with
海外研报
2024年10月11日
The W&W Indicator falls to marginally bullish in Jun
Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun
海外研报
2024年07月04日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报
2024年09月16日
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
海外研报
2024年09月09日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
Barclays_What's Next in AI – The Semi Perspective_20240919
We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报
2024年09月20日
