海外研报
筛选
Sunday Tea with BNPP: Bracing for impact
We are cognisant of the risks of higher yields and flatter curves temporarily if US data is stronger this week (as we expect it to be).
海外研报
2024年09月02日
Australia: CoreLogic House Prices: +0.5% increase in August
Bottom line: Australian capital-city dwelling prices increased +0.5%mom(+7.1%yoy) in August, with ongoing firm growth across Perth (+2.0%mom) and
海外研报
2024年09月02日
All eyes turn to the jobs report
The August employment report will be in focus, which we see as the key remaining report ahead of the September FOMC. Also on deck are JOLTS
海外研报
2024年09月02日
JULY INCOME DATA UNDERSCORE FED'S DILEMMA -- MARKET OVERPLAYING PACE OF CUTS
Somehow or another, despite 800,000 fewer on the payrolls than originally reported, the economy starts Q2 on adecided upbeat. The July personal income data do, however, point up a more important issue for the Fed to balance
海外研报
2024年09月02日
