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Disinflation set to continue, but upside risks are plentiful over the summer
The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报
2024年07月31日
TECHNICAL ANALYSIS
2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line
海外研报
2024年07月31日
South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track
Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above
海外研报
2024年07月31日
Summer revision courses: ECB rates
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年07月31日
Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
海外研报
2024年07月31日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
海外研报
2024年07月31日
July Flashlight for the FOMC Blackout Period Rate Cuts Coming Into View
Congress has given the Federal Reserve a dual mandate of "maximum employment" and "price stability." With inflation surging to a 40-year high in 2022, the FOMC largely
海外研报
2024年07月31日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
Uneven Upside Surprise In Eurozone Q2 Growth
Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),
海外研报
2024年08月01日
US Job Openings Above Expectations, Hires Slow
US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May
海外研报
2024年08月01日
