海外研报

European Week Ahead: August 5 - August 11

08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)

Interest Rates Daily

Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics.  Having front-loaded

Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing

Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now

Global Market Views: Summer Turbulence En Route to a Soft Landing

1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of