海外研报

US Economics Weekly Risingunemployment is not“transitory'

CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away

Economic Insights

Core CPI inflation likely remained weak in July. We expect an increase of just 0.077% m-o-m, similar to the June reading of 0.065% .

G7 and BIC outlook

Although the labor market has cooled substantially, there is not enough evidence of recession in the near-term.

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

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

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