海外研报
筛选
Citi_The Point for North America Thursday, 10 October 2024
We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we
海外研报
2024年10月11日
GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism
The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot
海外研报
2024年10月11日
June US CPI Inflation preview: Further progress
CPI to increase Fed’s confidence on disinflationWe expect the June CPI report to be another confidence builder following the undeniably good May report. We forecast headline CPI rose by 0.1% m/m (0.11% unrounded) owing
海外研报
2024年07月11日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
海外研报
2024年07月11日
Thoughts ahead of June quarter-end earnings
Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales
海外研报
2024年07月11日
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
海外研报
2024年07月11日
The US consumer-should we be worried?
Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
海外研报
2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
海外研报
2024年07月11日
