海外研报
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The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints
The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
海外研报
2024年08月05日
US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong
BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and
海外研报
2024年08月06日
US Week Ahead: August 5 - August 11
08:30 AM Chicago Fed President Goolsbee (FOMC voter) speaksChicago Fed President Austan Goolsbee will appear on CNBC’s Squawk Box.
海外研报
2024年08月06日
U.S. Desk Strategy Macro2Markets Outlook
As the dust settles post one of the most active macro weeks of the summer, the broader market is at the mercy of lower summer liquidity amid ongoing
海外研报
2024年08月06日
Obvious trend damage but breadth improves
• Background macro factors like disposable personal income growth
海外研报
2024年08月06日
