海外研报

US Week Ahead: July 1 – July 7

The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.

jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More

McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in

GS-- U/G IBTA to Buy; D/G YELP to Neutral

Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for

BoJ to hike amid escalating inflation pressures

Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%

Rabo--Sour grapes?

Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state

Interest Rates Daily--Wins & losses

Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing