海外研报

US Macro Weekly--Jobs report in the spotlight

Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,

BofA_Global Focus Point First cut_ Boost or Bust_20240925

It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical

PM_China+18Sep24

The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%

CB Views_ September 2024 FOMC Recap

The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was

GS--Americas Construction: Building Products: AHRI — July Read-Throughs

decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew

USA_ Core Import Prices Decrease Below Expectations

BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we