海外研报
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Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
海外研报
2024年07月23日
US Equity Strategy Productivity: A Key Component to Earnings Resiliency
CITI'S TAKEThere are many forces at work in the US equity markets as we head into thebulk of the Q2 earnings season. Discerning macro from micro influenceswould seem to be a defining discussion point for the summer. All told, ourusual “sanity check"
海外研报
2024年07月23日
Authorities Reach Agreement on External Debt Restructuring with Bondholders
Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
海外研报
2024年07月23日
China: Fiscal weakness lingered in June; expecting government bond issuance to pick up in Q3
Bottom line:China’s on-budget fiscal revenue growth remained subdued in June, weighed onagain by falling tax revenue growth (especially VAT and corporate income tax),
海外研报
2024年07月23日
Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
海外研报
2024年07月23日
Mexico: Firm Broad-Based May Sequential Real Activity Expansion (Ramos)
Bottom Line: Real activity recorded a 0.75% mom sa variation in May, firmer thanexpectations for a milder 0.55% mom sa increase and more than offsetting the April
海外研报
2024年07月23日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
海外研报
2024年07月23日
FOMC – Six questions
Two 2024 cuts versus three? Our baseline remains two Fed cuts in H2, one in September and one in Q4. The market is divided on pricing and so are we to some
海外研报
2024年07月23日
US small cap rotation triggered by macro, boosted by positioning
Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
海外研报
2024年07月23日
