海外研报
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Liquid Insight Jackson Hole FAQ: ’24 update
Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations
海外研报
2024年08月16日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月18日
Collective obliviousness?
Just two weeks have passed since the sharp deterioration in the US employment report sparked a
海外研报
2024年08月18日
DeskTalk - Ready for Powell at Jackson Hole
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年08月18日
Large foreign buying in Taiwan this week
Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
海外研报
2024年08月18日
