海外研报

European Banks How Far Can Banks Fall?

CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a

US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024

and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-

2Q24 Earnings Update: Return of the Macro

2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y

Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response

Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would