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GS EUROPEAN EXPRESS: Chemicals
Chemicals – unseen trade tensions – Many investors we speak to are consideringthe implications of the US election and the potential for broad-based tariffs on US
海外研报
2024年08月23日
Credit Calls Thursday, August 22,2024
FeatureHG&HYRetail Earnings HalfTimeReport: Mixed consumer keeps retailerscautious (Carla Casella, CEA)It is time for the halftime report, but we feel we have a lot more color from the firsthalfthan the second, This is a good time to refresh
海外研报
2024年08月23日
Europe Non Research Other 22 August 2024
Prelty laughable price action around the BLS release yesterday but ultimately, as the Fed minutes reiterated, the labour market isfront and cenitre in thinking now inflation has been conquered (.!) and the most negaltive revision
海外研报
2024年08月23日
Korea: BOK signals conditions for easing
The Bank of Korea kept its base rate unchanged at 3.50% on 22 August as widely expected. We saw the BOK’s stance as somewhat dovish as the central bank
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2024年08月23日
Japan: macro fair value of the Nikkei index
The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
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2024年08月23日
Employment revisions – Smaller objects in rearview mirror
◼ Job growth was not as strong as previously thought between April 2023 and March 2024, but the preliminary benchmark revisions don't alter the contours of our near-term forecast for the labor
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2024年08月23日
The BoJ is now likely to front-load policy normalisation
◼ We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the hawkish forward guidance at the July meeting. We previously projected the
海外研报
2024年08月23日
Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy
We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In
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2024年08月23日
The Structured Credit Trader No end to amend and extend
n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
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2024年08月23日
We need it like a Jackson Hole in the headGlobal Daily
Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -
海外研报
2024年08月23日
