海外研报

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

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