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US Weekly Kickstart

The S&P 500 ended flat this week after partially recovering from the steep sell-off that started last Thursday and intensified on Monday. Weak
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Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July
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Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing

Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
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Consumer Checkpoint Facing hurdles or the high jump?

• Bank of America aggregated credit and debit card spending per household fell 0.4% year-over-year (YoY) in July, compared to a
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Back to fundamentals

Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
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What next after a volatile week for markets?

The period of relative calm for markets came to a screeching halt overthe last week or so. But while recent market moves have been dramatic,
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Weekly commentary

• Recent extreme market volatility shows the impact of sudden sentiment shifts
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BONDS ARE BACK BUT DON’T GET TOO EXCITED

The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing
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Americas Construction: Building Products Home Depot F2Q24 Read-Throughs

Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
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China Musings The good and the bad of being different

MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is
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