海外研报
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Global Rates Notes: Sufficient Liquidity, Constrained Capacity
Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics.
海外研报
2024年07月20日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
海外研报
2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
LatAm At A Glance Summer breeze
Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
海外研报
2024年07月23日
Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
海外研报
2024年07月23日
Cooling growth = cooling inflation
Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
海外研报
2024年07月09日
Surprise MET Increase for Uranium in Kazakhstan
New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
海外研报
2024年07月11日
Europe Weekly Focus
The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
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2024年07月16日
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报
2024年07月17日
LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE
Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted
海外研报
2024年07月17日
