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The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has
海外研报
2024年07月30日
European Contextual Diary The Week Ahead
Anheuser-Busch InBev (Buy, PT €72) to report H1 2024 Results on 1 AugustWe forecast +2.9% Q2 organic revenue (-0.6% volume and +3.5% price/mix) vs Visible
海外研报
2024年07月30日
US Daily: Some Encouraging News on Shelter Inflation (Walker)
The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR
海外研报
2024年07月30日
US Treasury August QRA preview
We expect the Treasury to keep coupon auction sizes stable at the August quarterly refunding announcement (QRA) on 31 July. The refunding coupon sizes
海外研报
2024年07月30日
US Pulse: Fed may open the door to a rate cut
At the July FOMC meeting we anticipate the committee will acknowledge the recent improvement in inflation and open the door to rate cuts if recent trends
海外研报
2024年07月30日
EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL
Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
海外研报
2024年07月31日
TIME TO TURN ATTENTION TO MANAGING THE FED BALANCE SHEET
The headline coming out of this week’s FOMC meeting will be the signal that funds ratecutting begins in September, with the usual caveats. Probably not reported but still very
海外研报
2024年07月31日
Mizuho China Weekly Outlook
China’s high-frequency indicators for July were mixed. On one hand, steel-related activity has eased further, with rebar prices hitting a new low since 2017 (Fig 8) and crude steel production declining at a
海外研报
2024年07月31日
Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月31日
