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US Economic Perspectives CPI preview comment
We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
海外研报
2024年08月10日
Follow The Flow Nonstop inflows into credit
Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
海外研报
2024年08月10日
THE EUROZONE ECONOMIC MONITOR
Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
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2024年08月10日
Food for Thought: Sector Selection for Rate Reduction
Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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2024年08月10日
Interest Rates Daily
Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics. Having front-loaded
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2024年08月10日
“If it’s time to get active, what should I buy?”
Stock screens for a cruel summerWith a surge in volatility, elevated near-term risks and a top-heavy index dragged down
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2024年08月10日
US Economic Weekly Now it’s up to the data
Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
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2024年08月10日
What we learned at our 2024 SMID Cap Conference
Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats
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2024年08月10日
It's positioning, stupid!
US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
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2024年08月10日
Americas Construction: Building Products: AHRI — June Read-Throughs
Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month
海外研报
2024年08月10日
