海外研报
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The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
海外研报
2024年08月21日
USD: a Powell outage
Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
海外研报
2024年08月24日
Sustainable equity inflows, driven by W. Europe
Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable
海外研报
2024年08月31日
UK Weekly Kickstart_ Buy British
UK domestic stocks have rebounded strongly this week: theFTSE 250 has been the second best performing European
海外研报
2024年09月09日
