海外研报
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Global Fixed Income Views
A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
海外研报
2024年07月16日
Weekly Wrap & Catalyst Calendar
Weekly Research Wrap• Alts: Learnings from Earnings: Read-Throughs from the Banks, 7/17/24. We track commentaryon M&A, IPOs and other capital markets activity, all of which are important for the alts. The
海外研报
2024年07月22日
US Weekly Kickstart
Prediction market odds have shifted sharply in favor of a Trump re-election this November and now stand at roughly 60% compared with 40%-50%
海外研报
2024年07月15日
Quarterly Market Review
The economic momentum of the first quarter of 2024 continued into the second, and the last three months were another positive period for equity markets. Initially, investors aggressively
海外研报
2024年07月16日
Mizuho China Weekly Outlook
China’s Q2 GDP growth disappointed, rising 4.7% YoY, compared to market expectations of 5.0% and Q1’s 5.3%. This slowdown was primarily driven by final consumption, which contributed 3.0ppt to headline
海外研报
2024年07月16日
USD CPI market preview
Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
海外研报
2024年07月11日
Taking shelter from inflation
Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just
海外研报
2024年07月16日
