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MACRO TRENDS CHARTBOOOK
With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
海外研报
2024年07月15日
We Forecast Core PCE at 0.16% After PPI
We now forecast core PCE inflation for June at 0.16% vs. 0.08%M in May. Headline is forecasted at 0.07% vs. -0.01%M the month prior. We expect the Y/Y
海外研报
2024年07月16日
DeskTalk - Macro whispers of Trump 2.0 trades
US Treasuries are opening lower after a holiday in Tokyo. 2s10s curve is bull steepening though the move is likelyto be contained ahead of Fed Chair Powell's interview today. That said, our rates strategists think momentum, weak
海外研报
2024年07月16日
DB CoTD: The greatest rotation...
Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
海外研报
2024年07月17日
Deconstructing the recent rally – and what’s next
Greater confidence in rate cuts? Check. Now: EPS in focusFollowing last week’s inflation data, small caps saw the biggest four-day rally since
海外研报
2024年07月19日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年07月19日
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
2024年07月19日
Key levels to watch: 4% rates & 50 on PMI
Economics: A goldilocks economyLast week, retail sales and industrial production surprised to the upside, dispelling fears
海外研报
2024年07月23日
Overseas market to drive sales and margins
A . BYD, the global leader in the NEV industry,should continue to deliver decent volume sales growth of 20-25% y-o-y in FY24. The huge scaleallows BYD to remain a price setter, especially after it rolled out products at ASP of
海外研报
2024年07月05日
1st Positive Surprise of the Year
1. Deliveries beat, but... 2Q deliveries came to 443,956 units vs. MS at 427,303 and cons at 437,812. While this is one of the first and only positive
海外研报
2024年07月05日
