海外研报
筛选
USD: in the shadow of the Rockies
It was a tentative start to the week for risk sentiment. The rhetoric from the Fed remains mixed. While dovish FOMC voter Mary Daly expressed more confidence
海外研报
2024年08月20日
FIRST ECB MIDSUMMER DATA CHECK: CUT
Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
海外研报
2024年08月21日
Macro Insights Weekly Putting the inflation genie back in the 2% bottle
The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
海外研报
2024年08月21日
Breaking with convention--Global Daily
Pity those having to make forecasts for the global economy right now. After all, they are having to do so less than 80 days from a US election in which two radically different policy platforms are
海外研报
2024年08月21日
Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality
Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of
海外研报
2024年08月21日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33
Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.
海外研报
2024年08月21日
BofA Securities Equity Client Flow Trends Clients bought last week’s rally
2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week
海外研报
2024年08月21日
Global Positioning in Stocks Trendy Industrials
Industrials are the flavour of the monthAs global equities rallied 1.5% in July, long-only funds globally increased active equity
海外研报
2024年08月21日
Interest Rates Trade Idea-Close: long TIPS 5Y breakevens
On 20 June, we recommended being long TIPS 5Y breakevens (BEs), as theylooked cheap to oil prices and nominal Treasury yield. At around 2.21% on
海外研报
2024年08月21日
Coal Tracker: Natural gas-driven coal rally has overshot fundamentals
In the past three weeks, the physical API2 price rallied to 123 USD/t, 21% upfrom its July 2024 low, while the Newcastle coal price rallied by 9% to 145
海外研报
2024年08月21日
