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August HICP preview: target approaching

We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In
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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.
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GS TWIG Notes: This Week in Global Research - August 23, 2024

Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
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We need it like a Jackson Hole in the headGlobal Daily

Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -
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The Structured Credit Trader No end to amend and extend

n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
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Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy

We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In
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The BoJ is now likely to front-load policy normalisation

◼ We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the hawkish forward guidance at the July meeting. We previously projected the
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Employment revisions – Smaller objects in rearview mirror

◼ Job growth was not as strong as previously thought between April 2023 and March 2024, but the preliminary benchmark revisions don't alter the contours of our near-term forecast for the labor
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Japan: macro fair value of the Nikkei index

The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
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Korea: BOK signals conditions for easing

The Bank of Korea kept its base rate unchanged at 3.50% on 22 August as widely expected. We saw the BOK’s stance as somewhat dovish as the central bank
海外研报