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BOFA--US Economic Weekly The economy is meeting its potential

海外研报

BOFA--美国经济周刊 经济正在发挥其潜力

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GS--China Weekly Kickstart Markets lost 2-4% post the 3rd Plenum; PBOC unexpectedly cut rates

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GS--中国周刊Kickstart Markets在三中全会后下跌2-4%;中国人民银行出人意 料地降息。。。

海外研报

Let’s be rational

EUR flatteners look attractive on the back of the recent short-end rally. Bond risk premia are on the rise despite tight credit spreads.
海外研报

Emerging Insight Central Asia – FX “anomalies” untangled

Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
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Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)

With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
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Asia-Pacific Inflation Monitor: Further easing in inflation in June

n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.
海外研报

Ford Motor Co. (F): 2Q24 First Take

While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
海外研报

July HICP preview: another bump in the road

We expect Eurozone headline inflation to rise from 2.5% to 2.6% YoY in July, a very small rebound due to energy, probable noise in clothing
海外研报