海外研报
筛选
G7 and BIC outlook
Although the labor market has cooled substantially, there is not enough evidence of recession in the near-term.
海外研报
2024年08月14日
CHF: more reversal in sight?
Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales
海外研报
2024年08月14日
Weekly Warm-up: Valuations Matter and Defensive Quality Is Still the Best Option
Markets are looking for better growth or more policy support to get excited again. We don't see confirming evidence in either
海外研报
2024年08月14日
The Weekly Worldview: Rising Central Bank Action
If life were a Greek tragedy, we would call it foreshadowing. In reality, it was an unfortunate coincidence. The BoJ’s website temporarily went down when the policy
海外研报
2024年08月14日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
SPX +1.7%, NDX +2.5%,RTY +1.6%.WTl -200bps at $78.46, NatGas -114bps to $2.16, UKNatGas -82bps to 0.9594, Gold -26bps to$2,466, Silver -45bps to $27.85, 10Y @ 3.847%, andVIX @ 18.12.
海外研报
2024年08月14日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
Europe Non Research Other
Not that much to add to yesterday's piece really, enough to make things murky for markets going forward (recession riskiniddleEastUkraine incursion'US politics) that after the huge deleveraging episode post payrols daspite the swift
海外研报
2024年08月14日
Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing
Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
海外研报
2024年08月14日
Risk-reward for equities to stay mixed through summer, but Japan not to underperform further
We remain concerned about the backdrop for stocks, there could be further bouts of weakness as we progress through summer. Activity is weakening,
海外研报
2024年08月14日
