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UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
海外研报
2024年08月18日
USA: July Housing Starts Fall Sharply in the South
BOTTOM LINE: Housing starts dropped by 6.8% in July from a downwardly revisedJune level, well below expectations for a smaller decrease. The decline was led by
海外研报
2024年08月18日
European Contextual Diary The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年08月18日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
海外研报
2024年08月18日
BoK preview – Policymakers are likely to maintain a cautious stance
The BoK is expected to maintain its cautious stance due to mounting concerns about thehousing market. Sluggish activity data, including the contraction in 2Q GDP and sustained
海外研报
2024年08月18日
Tech’s rebound and two ratios to watch
Since August low, reversing Tech sector has helped Growth and
海外研报
2024年08月18日
Malaysia Update-16 August 2024
The final estimates released on 16 August indicate that Malaysia’s GDP expanded 5.9% y/y (2.9% q/q sa), 0.1ppt higher than the advance estimate.
海外研报
2024年08月18日