海外研报
筛选
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
海外研报
2024年08月14日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
海外研报
2024年08月14日
How much does credit card delinquency matter for spending?
Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit
海外研报
2024年08月14日
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
海外研报
2024年08月14日
G7 and BIC outlook
Although the labor market has cooled substantially, there is not enough evidence of recession in the near-term.
海外研报
2024年08月14日
TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
海外研报
2024年08月14日
Gold to get its medal
The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.
海外研报
2024年08月14日
Taking stock after the surge in market volatility
Deeper DiveMarkets have given investors a rollercoaster ride over the past week. Arisk-off move in markets gathered pace at the start of last week as an
海外研报
2024年08月14日
Labor Market Trumps inflation Right Now (For BondYields)
US producer prices rose by a softer-than-expected 0.1% m/m in July, from 0.2% in June. The core measureremained unchanged, the tamest reading in four months. Notably, the index for final demand services fel0.2% m/m.
海外研报
2024年08月15日
