海外研报
筛选
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10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
海外研报
2024年08月14日
Apr-Jun earnings wrap: Solid progress; expect profitgrowth after sell-off,
Apr-Jun results confirmied solid progress in line with expectations, Yen deprecintionduring the quarter (+13% YoY) made a large contribution, However, it seems sharepeiees this earnings
海外研报
2024年08月18日
