海外研报
筛选
Macro Insights Weekly Putting the inflation genie back in the 2% bottle
The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
海外研报
2024年08月21日
FIRST ECB MIDSUMMER DATA CHECK: CUT
Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
海外研报
2024年08月21日
The Major bond letter Free to View Fixed Income - Rates Global #52. Turning points
Head fake or the real thing? The question bond investors and traders are debating today is whether the events of the last few weeks will mark a decisive turning point
海外研报
2024年08月20日
What Companies Are Saying: StillWaiting And Seeing
Companies broadly report steady growth butnota lotofupward momentum as theyand their customers are still in a pervasive wait and see loop given lingeringuncertainties around inflation, interest rates, domestic politics, elections,
海外研报
2024年08月20日
