海外研报

FX Trade Idea-Sell EUR/USD

towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this

Interest Rates Daily-Push and pull

US rates have been pushed and pulled by mixed data recently. The 2024 Jackson Hole Economic Symposium kicks off on Friday, where we expect Fed Chair Jerome

Reiterate Buy rating (on Conviction List) on Potential for Positive EPS Revisions and Compelling

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market

The Weekly Worldview: As the Dust Settles

As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline

Monetary Policy Expectations Analysis

The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for

Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook

BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the

Israel: Large Downside Surprise to Growth in Q2

Bottom Line: Israel’s GDP growth fell from +17.3%qoq annl. to +1.2%qoq annl.(both seasonally adjusted), which was significantly below consensus expectations