海外研报
筛选
Employment Report Preview: Slower job growth
June payrolls slow to 210k because of softening demand for and supply of labor. We forecast no change in the unemployment rate at 4.0%; if weaker demand dominates, unemployment
海外研报
2024年07月05日
Atradius 经济展望 软着陆
预计 2024 年全球增长率为 2.6% ， 与 12 月经济展望相比上调 0.5% 。由于更强劲的需求前景和更高的移民 ， 美国经济的韧性突出。 2025 年增长可能会略有改善 ， 达到 2.8％ ， 随着通胀持续下降 ， 购买力也会有所改善。
海外研报
2024年07月05日
Economics Focus
On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.
海外研报
2024年07月08日
DMP: En Route to August
The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in
海外研报
2024年07月08日
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
Prime Insights & Analytics Prime Services Weekly Report July 5, 2024 Friday 6/28 – Thursday 7/4
The GS Equity Fundamental L/S Performance Estimate2 rose +0.35% between 6/28 and 7/4 (vs MSCI World TR +1.37%), driven by beta of +0.67%
海外研报
2024年07月08日
FX View AUD/JPY is back in fashion
The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报
2024年07月08日
China Gas Holdings Ltd
A major gas distributor with the largest exposure in rural areas. A China Gas is one of the major gasdistributors in China with a market share of around 7% in 2022 in terms of gas sales volume.
海外研报
2024年07月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Philippines markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月09日
Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
海外研报
2024年07月09日
