海外研报
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The ECB's throuple... or trouble?
The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,
海外研报
2024年08月24日
Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月24日
US Weekly Kickstart
This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q
海外研报
2024年08月24日
USA: New Home Sales Well Above Expectations; Boosting Q3 GDP Tracking to +2.5%
BOTTOM LINE: New home sales jumped in July, significantly above consensusexpectations for a smaller increase. Following this morning’s data, we boosted our
海外研报
2024年08月24日
USD: a Powell outage
Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
海外研报
2024年08月24日
Week 16 August – 23 August
• European summer finished early this year with cross-border issuance already hitting the market. Apart from
海外研报
2024年08月24日
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月26日
BoJ downplaying structural deflationary pressures of excess corporate savings
The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the
海外研报
2024年08月26日
Daily and weekly indicators for the US economy
What are daily and weekly indicators telling us about the US economy?Daily data:
海外研报
2024年08月26日
Europe Weekly Kickstart Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月26日
