海外研报

UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged

BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations

USA: July Housing Starts Fall Sharply in the South

BOTTOM LINE: Housing starts dropped by 6.8% in July from a downwardly revisedJune level, well below expectations for a smaller decrease. The decline was led by

European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of

Theme in Charts: Bearish Gas is Bearish Oil

Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a