海外研报
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European Banks How Far Can Banks Fall?
CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a
海外研报
2024年08月09日
US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024
and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
海外研报
2024年08月09日
2Q24 Earnings Update: Return of the Macro
2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y
海外研报
2024年08月09日
Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response
Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would
海外研报
2024年08月09日
Multi-Asset Strategy Daily
With worries about the US labour market in the limelight, today’s weekly US jobless claims will be closely
海外研报
2024年08月09日
Hungary: Headline Inflation Rises Above MNB Target
Bottom Line: Headline inflation rose from +3.7%yoy in June to +4.1%yoy in July,slightly above consensus expectations (+4.0%), the MNB’s forecast (+3.9%yoy) and
海外研报
2024年08月09日
Hawkish policy statement raises food inflation concerns
The RBI MPC voted 4:2 to keep the policy repo rate unchanged at 6.50% at theAugust meeting, and retained the policy stance of “withdrawal of
海外研报
2024年08月09日
