海外研报
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BoJ: why this time is different
We calculate z-scores (using 1990-2019 as our sample) for four key measures ofunderlying inflation: (1) Shunto (wages), (2) core-core CPl adjusted for changes inconsumption taxes, and (3-4) price expectations series from surveys that haveproved to
海外研报
2024年07月30日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
SPX +1.7%, NDX +2.5%,RTY +1.6%.WTl -200bps at $78.46, NatGas -114bps to $2.16, UKNatGas -82bps to 0.9594, Gold -26bps to$2,466, Silver -45bps to $27.85, 10Y @ 3.847%, andVIX @ 18.12.
海外研报
2024年08月14日
Liquidity strategy: Maintain your lifestyle
The Liquidity. Longevity. Legacy. framework helpsinvestors plan and optimally invest their wealth so
海外研报
2024年08月29日
All eyes turn to the jobs report
The August employment report will be in focus, which we see as the key remaining report ahead of the September FOMC. Also on deck are JOLTS
海外研报
2024年09月02日
GS--Sponsor Activity Barometer Issue #28
We update our Sponsor Activity Barometer for the latest weekly datapoints (asof 6 September 2024). This week, our Barometer reading comes in again at +6%
海外研报
2024年09月10日
GS--USA: New Home Sales Decline by Somewhat Less Than Expected
BOTTOM LINE: New home sales declined by somewhat less than expected in
海外研报
2024年09月27日
