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2Q24 earnings recap, and thoughts on end market trends
Coming out of 2Q24 earnings season, Street estimates on average moved lower forcompanies more tied to the auto end market (especially EV OEMs and auto
海外研报
2024年08月09日
What We Learned About the Jump in Temporary Layoffs From the Household Survey Microdata
n The unemployment rate rose another 0.2pp to 4.3% in July, but over 70% of theincrease came from a spike in temporary layoffs. This was good news because
海外研报
2024年08月09日
USA: Initial Claims Decrease More Than Expected
BOTTOM LINE: Initial jobless claims by decreased more than expected in the weekended August 3. The decrease was led by a decline in filings in Michigan, which we
海外研报
2024年08月09日
Americas Construction: Building Products: AHRI — June Read-Throughs
Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month
海外研报
2024年08月10日
Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
海外研报
2024年08月10日
Interest Rates Daily
Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics. Having front-loaded
海外研报
2024年08月10日
