海外研报
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Core CPI expected to have firmed in July
We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
海外研报
2024年08月10日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
海外研报
2024年08月18日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
海外研报
2024年08月26日
If this is September, wait for November Global Daily
It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
海外研报
2024年09月05日
