海外研报
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Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
海外研报
2024年08月14日
Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
海外研报
2024年08月14日
JPY’s fast rise to the top
At present, the G10 FX PIX 2.0 signals that the NOK remains oversoldwhile the JPY and CHF remain overbought. We have temporarily
海外研报
2024年08月14日
What Are Companies Saying?
Consumer Health remains disperse with companies citing various consumer health pictures, often varying by business lines.
海外研报
2024年08月14日
US Week Ahead: August 12 - August 18
Tuesday, August 1306:00 AM NFIB small business optimism, July (consensus 91.5, last 91.5)
海外研报
2024年08月14日
US Pulse: Fed officials view the labour market as healthy
Financial market volatility has eased since the disappointing US nonfarm payrolls (NFP) data for July roiled markets. Better data and Fed speak last
海外研报
2024年08月14日
Week 2 August – 9 August
The risk-off sentiment that characterised the beginning of this week was also felt in XCCY markets. However, looking at the broader picture, XCCY spreads were relatively sheltered. This included USDJPY XCCY, despite
海外研报
2024年08月14日
Key learnings from earnings season that support The Future of Utilities Capex
With second quarter earnings season now behind us, we reflect on key learningsthat support The Future of Utilities Capex, our constructive view on Utilities, and our
海外研报
2024年08月14日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
Core CPI expected to have firmed in July
We look for firming in July core CPI inflation to 0.21% m/m SA,from an unusually soft 0.06% reading in June. We expect a
海外研报
2024年08月14日
