海外研报
筛选
THE EUROZONE ECONOMIC MONITOR
German manufacturing output rebounded modestly in June, but likely fell back in July.
海外研报
2024年08月09日
Global/European Equity Strategy Market Correction: What’s Next?
CITI'S TAKE Furious rotations have given way to a broad-based stock market correction. The markets now seem to believe that high rates and strong growth cannot
海外研报
2024年08月09日
Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized
We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward
海外研报
2024年08月09日
Industrial Production Declined Further in June
Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%
海外研报
2024年08月09日
June deficit contracts in line with moves from advance goods report
The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
海外研报
2024年08月08日
Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Preview: RBNZ Monetary Policy Statement
Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
海外研报
2024年08月08日
FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
海外研报
2024年08月08日
GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro
Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
海外研报
2024年08月08日
