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Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing
Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
海外研报
2024年08月14日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
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2024年08月14日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
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2024年08月14日
CHF: more reversal in sight?
Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales
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2024年08月14日
Consumer Checkpoint Facing hurdles or the high jump?
• Bank of America aggregated credit and debit card spending per household fell 0.4% year-over-year (YoY) in July, compared to a
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2024年08月14日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
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2024年08月14日
Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
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2024年08月14日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
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2024年08月14日
Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
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2024年08月14日
Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年08月14日
