海外研报
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Global Macro Insight
We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
海外研报
2024年07月25日
SOFR methodology tweak: minimal impact
SOFR changes: no affiliate trades, limit specials impactLast week the NY Fed proposed two very technical changes to the SOFR calculation
海外研报
2024年07月25日
New Home Sales Below Expectations; Upgrade Q2 GDP Tracking Estimate to 2.6%
The goods trade deficit narrowed in June, led by an increase in exports. Wholesaleinventories increased somewhat less than expected. The S&P Global manufacturing
海外研报
2024年07月25日
Market Analysis Comment Bullish broadening and rotation
2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
海外研报
2024年07月25日
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月25日
Is the front end fairly priced?
Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
海外研报
2024年07月25日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities were mixed amid a somewhat choppy session (SXXP 0.1%,SX5E 0.4%, Adv 43% of SXXP). DAX (0.8%) and UKX (-0.4%) were the top and worst regions. Tech(1.4%) and Positive Al Sentiment (1.6%%) took
海外研报
2024年07月25日
apan: rise in Nikkei due more to power of reflation than economic quality improvement
The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报
2024年07月25日
On Our Minds A pragmatic budget, but could have been bolder
The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
海外研报
2024年07月25日
