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Americas Construction: Building Products: AHAM Read-Throughs

2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing
海外研报

Five TD Sequential signals to know for Q3

Summary: Market timing with TD SequentialOn Thursday July 18th at 12pm NY / 5pm London time we will host a conference call
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GS DOT budget tracker points to slowing state infrastructure spending plans in 2026+

As part of our GS US Infrastructure toolkit, we conducted our annual update ofall 50 US state transportation budgets, which revealed:
海外研报

Liquid Insight G10 growth convergence and FX

Key takeaways• Q4-to-Q4 consensus GDP forecasts see US growth converging lower to G10. USD has +55% corr to US-World growth diff since 1974.
海外研报

Asia Open - Mind the unwind, from USDJPY to US stocks

Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报

Nomura Quant Insights

Risk of a downside attack on the Nikkei 225 by systematic investorsSemiconductor stocks worldwide took a beating yesterday. It looks as though worries over
海外研报

Outlook for BoJ's "detailed plan" and likelihood of July rate hike

On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报

The rotation has yet to reach CCCs

Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报

Half-time calm

We appreciate your 5-star vote in the 2024 Institutional Investor Global Fixed-Income ResearchSurvey. View our analysts » Vote 5 stars for Barclays »
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Argentina: Impressive disinflation, with side-effects

Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%
海外研报