海外研报
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Global FX Trader Rates Exaggerate
Our thoughts on USD, CHF, BRL, IDR, AUD/NZD, THB & Jackson Holen USD: Markets or macro. Investors have been asking whether the wild swings
海外研报
2024年08月19日
Healthcare Pulse: The Backdrop Into August’s Dog Days...
n Alongside all the macro ping-pong of the last severalweeks, the performance trajectory of the HC sector can
海外研报
2024年08月19日
Retail Sales: Just Keep Spending
Retail sales in July well exceeded expectations. The beat in retail sales was broad-based and showed that consumption remains solid,
海外研报
2024年08月19日
A truer signal from the unemployment rate
Historically, a substantial rise in the unemployment rate has been associated with a recession. But changes in the unemployment rate can be amplified or damped by
海外研报
2024年08月19日
US Week Ahead: August 19 - August 25
The key economic data releases this week are the jobless claims and existing homesales reports on Thursday. The minutes from the July FOMC meeting will be
海外研报
2024年08月19日
Assessing the risks around our 2025 S&P 500 EPS estimates after a strong 2Q 2024 earnings season
The macro backdrop has distracted many investors from fully appreciating the strength of the 2Q earnings season. 56% of S&P 500 firms beat
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2024年08月19日
The US Fiscal OutlookIs Unsightly,But A Debt Crisis Is Not Inevitable
Executive SummaryInvestors have observed that pandemic spending materially worsened the USfiscal outlook and are asking our US strategists about it in nearly every meeting
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2024年08月20日
US Labor Market: Cracks Beneath The Surface
The US unemployment rate has clocked in below 4.5% for 33 consecutive months. However, this historicallylow rate camouflages nascent cracks in the US labor market.
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2024年08月20日
Q2 preview: bumpier path, same compelling destination
Blackwell transition could mute upside near-termMaintain Buy, top sector pick ahead of NVDA FQ2 (Jul) results due 28-Aug. Media reports
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2024年08月20日
Regime Indicator weakened, Recovery in question
Regime Indicator slips. Downturn next?Our US Regime Indicator declined in July for the first time since December 2023,
海外研报
2024年08月20日
