海外研报
筛选
No smoking gun
Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
海外研报
2024年08月08日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报
2024年08月08日
Macro at a Glance: Latest views and forecasts
n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
海外研报
2024年08月08日
Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)
The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
海外研报
2024年08月08日
The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best
This Month’s OverviewMain Points 1
海外研报
2024年08月08日
Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand
We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
海外研报
2024年08月08日
30y JGB auction preview: Market turbulence liable to weigh on sentiment
・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报
2024年08月08日
How Market Moves Could Affect the Economy and the Fed
Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
海外研报
2024年08月08日
Europe Morning Call: Aug 07, 2024
Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
海外研报
2024年08月08日
Japan: main points of Japan’s economic outlook
Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
海外研报
2024年08月08日
