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European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
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2024年07月11日
June US CPI Inflation preview: Further progress
CPI to increase Fed’s confidence on disinflationWe expect the June CPI report to be another confidence builder following the undeniably good May report. We forecast headline CPI rose by 0.1% m/m (0.11% unrounded) owing
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2024年07月11日
USD CPI market preview
Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
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2024年07月11日
DB CoTD: The Kuiper Belt..
The 2024 Institutional Investor (II) Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be
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2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
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2024年07月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
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2024年07月11日
Thoughts ahead of June quarter-end earnings
Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales
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2024年07月11日
Surprise MET Increase for Uranium in Kazakhstan
New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
海外研报
2024年07月11日
The US consumer-should we be worried?
Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
海外研报
2024年07月11日
