海外研报
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Market Comments
Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,
海外研报
2024年07月25日
Banxico cut 25bp and didn’t close the door to future cuts despite inflation
Banxico cut the policy rate by 25bp, leaving it at 10.75% on August 8. Banxico also increased its inflation forecasts.
海外研报
2024年08月10日
