海外研报

US Housing Outlook:

Housing recovery continues driven by low supply. But housing demand is gradually softening because of high

BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913

G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK