海外研报
筛选
Labor Market Trumps inflation Right Now (For BondYields)
US producer prices rose by a softer-than-expected 0.1% m/m in July, from 0.2% in June. The core measureremained unchanged, the tamest reading in four months. Notably, the index for final demand services fel0.2% m/m.
海外研报
2024年08月15日
Loans To China's Real Economy Contracts For First TimeIn Two Decades
Aggregate financing missed expectations, growing CNY 0.8bn to CNY 18.9bn in July on a YTD basis. Newloans grew CNY
海外研报
2024年08月15日
Should You Buy The Dip?
e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
海外研报
2024年08月15日
Mixed 2Q24 results: lower crop yields, but higher rice prices and buybacks
2024 yields revised down as harvesting advancesAdecoagro reported 2Q24 results. Although we believe quarterly earnings for
海外研报
2024年08月15日
BofA Securities Equity Client Flow Trends Buying the dip
• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five
海外研报
2024年08月15日
Buyer's markets-Global Daily
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月15日
Latest Thoughts Ahead of Kazatomprom (KAP) Production Guidance
In this note, we update estimates for Cameco Corporation (CCJ, Buy) following2Q24 results. While the quarter came in below GS and Street estimates, we note
海外研报
2024年08月15日
Interest Rates Daily-Energy awakening?
Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.
海外研报
2024年08月15日
First Look: A Reassuring Beat in Q2 24
Nubank posted net income that was 12.7% above consensus, a reassuringbeat following all the prevailing noise on rising NPLs and slowing loan growth
海外研报
2024年08月15日
Global Markets Daily: Credit Fund Flows: A Look Back and Forward (Shumway)
Three themes emerged from the trajectory of fixed income fund flows throughthe Fed’s recent hiking cycle. The first is a preference for quality, driven by
海外研报
2024年08月15日
