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        GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro
                    Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher                
                
                    海外研报
                    2024年08月08日
                
            GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded
                    Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,                
                
                    海外研报
                    2024年08月08日
                
            a complete exit from deflation after the next global economic cyclical recovery
                    Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit                 
                
                    海外研报
                    2024年08月08日
                
            30y JGB auction preview: Market turbulence liable to weigh on sentiment
                    ・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points                
                
                    海外研报
                    2024年08月08日
                
            MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
                    Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ                 
                
                    海外研报
                    2024年08月08日
                
            Macro at a Glance: Latest views and forecasts
                    n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as                
                
                    海外研报
                    2024年08月08日
                
            Midday Market Intelligence: seeking
                    ...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A                
                
                    海外研报
                    2024年08月08日
                
            No smoking gun
                    Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of                 
                
                    海外研报
                    2024年08月08日
                
            Preview: RBNZ Monetary Policy Statement
                    Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record                 
                
                    海外研报
                    2024年08月08日
                
            Weekly FX summary – 5 August 2024
                    quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.                 
                
                    海外研报
                    2024年08月08日
                
            
                    
                    
                    
                    
                    
                    
                    
                    
                    
                    