海外研报

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

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

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

A Fed put doesn’t always mean a USD put

The coming days will see the release of the Fed’s preferred measure of inflation, US core PCE data, as well as Nvidia Corporation’s earnings. So investors are