海外研报
筛选
The Maestros in Jackson Hole
Jackson Hole: “Effectiveness & Transmission of Monetary Policy.” Sep cut signal, size TBD. Rates: buy dip even if marginally hawkish. FX: limited impact.EUR.
海外研报
2024年08月18日
US Economics Weekly in the datavei
CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling
海外研报
2024年08月19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%)
海外研报
2024年08月19日
Global Macro Commentary | North America August 16 Morgan Stanley & Co.
Strong US data caps UST rally; solid UK retail sales sends gilts higher; RBNZ's Silk says contraction may be needed to lower
海外研报
2024年08月19日
The Consumer in Context
Our view has been that consumer spending would slow but not slump; so far that path has played out. Employment, wealth, and
海外研报
2024年08月19日
US Daily: Renewed Progress on Recession Risk (Hatzius)
After the July jobs report released on August 2 triggered the “Sahm rule,” weraised our 12-month US recession probability from 15% to 25%. Now, we have
海外研报
2024年08月19日
The yen carry trade-what if Japaninstitutions decide to unwind?
Public pension funds. lhe GPlF is the big one here, with other smallerfunds believed to generally follow its lead. There's a growing view that theGPIFcould cutforeign bond exposure when it announces its next policy mixin 2025.
海外研报
2024年08月20日
What Companies Are Saying: StillWaiting And Seeing
Companies broadly report steady growth butnota lotofupward momentum as theyand their customers are still in a pervasive wait and see loop given lingeringuncertainties around inflation, interest rates, domestic politics, elections,
海外研报
2024年08月20日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月21日
Energy Sigma Another reset
Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
海外研报
2024年08月21日
