海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Global Macro Insight

We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
海外研报

SOFR methodology tweak: minimal impact

SOFR changes: no affiliate trades, limit specials impactLast week the NY Fed proposed two very technical changes to the SOFR calculation
海外研报

New Home Sales Below Expectations; Upgrade Q2 GDP Tracking Estimate to 2.6%

The goods trade deficit narrowed in June, led by an increase in exports. Wholesaleinventories increased somewhat less than expected. The S&P Global manufacturing
海外研报

Consolidation without expenditure compromise

Faced with a trade-off between fiscal consolidation and expectations demand
海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: European Equities were mixed amid a somewhat choppy session (SXXP 0.1%,SX5E 0.4%, Adv 43% of SXXP). DAX (0.8%) and UKX (-0.4%) were the top and worst regions. Tech(1.4%) and Positive Al Sentiment (1.6%%) took
海外研报

apan: rise in Nikkei due more to power of reflation than economic quality improvement

The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报

On Our Minds A pragmatic budget, but could have been bolder

The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
海外研报

key debates likely to be on trajectory of auto business and FSD/robotaxis

Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
海外研报

India budget: closer to the medium-term fiscal target

The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The
海外研报