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Europe Non Research Other 22 August 2024
Prelty laughable price action around the BLS release yesterday but ultimately, as the Fed minutes reiterated, the labour market isfront and cenitre in thinking now inflation has been conquered (.!) and the most negaltive revision
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2024年08月23日
Credit Calls Thursday, August 22,2024
FeatureHG&HYRetail Earnings HalfTimeReport: Mixed consumer keeps retailerscautious (Carla Casella, CEA)It is time for the halftime report, but we feel we have a lot more color from the firsthalfthan the second, This is a good time to refresh
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2024年08月23日
GS EUROPEAN EXPRESS: Chemicals
Chemicals – unseen trade tensions – Many investors we speak to are consideringthe implications of the US election and the potential for broad-based tariffs on US
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2024年08月23日
Global Rates Notes: NOK Curve to Steepen vs SEK
n In recent months, the SEK curve has steepened vs G10 peers, and in particularvs NOK. This 2s10s steepening has occurred despite Swedish 10y rates falling vs
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2024年08月23日
Ferrous Tracker: 1% of Steel Mills Profitable; Recovery Rally Unsustainable
The 62%Fe iron ore index stood at $97/t today (22nd August), marking a 6%recovery from the 21-month low of $92/t reached last Friday.
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2024年08月23日
Europe: August Flash PMIs — Persistent Strength in the UK, Olympics Boost in the Euro Area
BOTTOM LINE: The Euro area composite flash PMI increased by 1.1pt to 51.2, aboveour expectations and consensus. The acceleration in the composite index was driven
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2024年08月23日
Volatility fire sale over with commodities wellpositioned for Fed rate cuts next month
Global commodities: Navigating commodities in micro and macro cross-currents juxtaposed against thin summer liquidity has been the key theme over recent weeks.
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2024年08月23日
The Point for North America Thursday, 22 August 2024
US MedTech - 2Q24 Recap: Another Wild RideIf we thought that the 1Q24 was a season of volatility the 2Q24 surpassed it, by a
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2024年08月23日
The Point for Europe Thursday, 22 August 2024
European Steel - Spot margin trough behind, volume tailwind needs to sustainOne of the key positives from Q2’24 results is the slight uptick in steel shipments
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2024年08月23日
World at a Glance Looking to autumn
Key forecasts in FX, rates and commoditiesAfter recent macro volatility, our Economics team expects a 25bp rate cut from the Fed
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2024年08月23日
