海外研报
筛选
Global Economics Wrap-Up: August 2, 2024
Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
海外研报
2024年08月05日
Eye on Freight: Tracking Trucker Employment
Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
海外研报
2024年08月09日
WHAT COULD MOVE THE MARKET IN H2/24
Brazilian assets are finally showing more convincing signs of recovery. Following the sharp selloff during the first half of the year, the Brazilian market appears to have turned a corner, with
海外研报
2024年08月16日
Next week...this week
Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
海外研报
2024年08月24日
