海外研报
筛选
What’s Top of Mind in Macro Research
US: benign inflation, continued focus on growthUS core CPI rose 0.17% in July, roughly in line with expectations, which led us to
海外研报
2024年08月16日
3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
Relative value models and analysis
This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption
海外研报
2024年08月16日
Yen vs the World: Don’t get carried away
Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报
2024年08月16日
