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Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
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2024年08月10日
How to Navigate Summer Volatility?
The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
海外研报
2024年08月10日
Assessing Market Volatility | Oil Views | European Banks
Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by
海外研报
2024年08月10日
Core CPI expected to have firmed in July
We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
海外研报
2024年08月10日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024
ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-
海外研报
2024年08月10日
Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
Automotive Industry Weekly automotive pit stop
Valuation update – Pages 9-13We believe that the accompanying valuation framework is one of the most important fundamental fasctors that should be considered when making investment decisions on .
海外研报
2024年08月10日
FX Focus India: Will INR weaken further?
We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.
海外研报
2024年08月10日
