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Macro / Strategy Analysis / Equity
- FED et BCE au milieu du gué : « wait and see » by Richesflores Research
- NBH Rate-setting meeting - Central bank lifts base rate by 100bps, maintains hawkish stance by Concorde Securities
- Le bilan économique turc, garant du rôle stratégique du pays quelque soit l’issue du scrutin by Richesflores Research
- Des tendances, enfin, plus convaincantes de désinflation aux Etats-Unis by Richesflores Research
- April 2023 CPI Report: Unrelenting Inflationary Trend by ARM Securities Limited
- L’industrie ne va pas mieux, le rattrapage des services s’étiole, sauf en Allemagne by Richesflores Research
- EUROZONE Macro Note, March 2023 by VRS (VALUATION & RESEARCH SPECIALISTS)
- U.S. Energy Equipment & Services Stocks: Time To Start Nibbling by MRB Partners - The Macro Research Board
- Après l’Italie, l’Espagne ? Les scrutins se suivent et se ressemblent ; l’Europe se fissure. by Richesflores Research
- NBH Rate-setting meeting Central bank started lowering its effective 1-day depo rate by 100bps by Concorde Securities
- MRB Charts Of The Month by MRB Partners - The Macro Research Board
- Balance of Trade Remains in the Surplus Zone amid Domestic Woes by ARM Securities Limited
- May 2023 CPI Report: Inflation Continues its Upward Trajectory in May 2023 by ARM Securities Limited
- Korea And Taiwan: AI-Phoria? Or Does The Rally Have Legs? by MRB Partners - The Macro Research Board
- La BCE aime mentionner les PMI… Que dira-t-elle de la livraison de juin ? by Richesflores Research
- Hausse des taux de la BoE, mauvaise passe ou biais cognitif des marchés ? by Richesflores Research
- Get Ready To Rotate To EM ex-China by MRB Partners - The Macro Research Board
- Three Underappreciated Factors That Will Support U.S. Bank Earnings by MRB Partners - The Macro Research Board
- Immobilier américain : vraie reprise ou trompe-l’œil ? Ça se discute. by Richesflores Research
- Rebond statistique de l’inflation allemande en juin : une histoire de billet de train ! by Richesflores Research
- Nigeria Strategy Report H2:2023 | A Bright Spot in Sight? by ARM Securities Limited
- Capital Importation: Q1:2023 – Foreign Flows Continues to Wane by ARM Securities Limited
- Global Equities: Identifying Opportunities Among Major Non-U.S. Markets by MRB Partners - The Macro Research Board
- Véritable renaissance italienne ? by Richesflores Research
- Les mauvais mois se succèdent pour l’IFO allemand, la construction en chute libre by Richesflores Research
- U.S. Tech Stocks: Exceptional Valuations For Unexceptional Earnings by MRB Partners - The Macro Research Board
- Macro Flash: HU inflation by Concorde Securities
- Le PIB britannique échappe à la contraction. C’est tout, à ce stade, en attendant mieux. by Richesflores Research
- It Gets Tougher From Here by MRB Partners - The Macro Research Board
- Top départ du Topix, relayé par le Nasdaq. L’Eurostoxx et le S&P attendront Powell. by Richesflores Research
- GREECE Macro Note | March 2023 by VRS (VALUATION & RESEARCH SPECIALISTS)
- Post MPC Meeting Report - MPC's Hawkish Streak Maintained by ARM Securities Limited
- L’ISM non-manufacturier trébuche, les NFP sont en porte-à-faux, les taux rebaissent. by Richesflores Research
- Macroeconomics Report - June 2023: GDP GROWTH IS EXPECTED TO REMAIN LOW IN 2Q2023 by Viet Dragon Securities
- HU CPI: 21.5% in May, significantly below the consensus by Concorde Securities
- Le miracle de l’emploi européen approche-t-il sa fin ? by Richesflores Research
- L’appauvrissement du Royaume-Uni depuis le Brexit entretient une inflation chronique by Richesflores Research
- NBH Rate-setting meeting: Central bank continued lowering its effective 1-day depo rate by 100bps by Concorde Securities
- Si la FED jauge l’efficacité de sa politique à l’immobilier, alors, elle n’a pas fini le job by Richesflores Research
- L’inflation britannique fait trembler la planète taux by Richesflores Research
- Taux d’intérêt : c’est d’Asie, plutôt que d’outre-Manche, que la réponse semble venir… by Richesflores Research
- U.S. Bank Earnings Face A Wall Of Worry, But Not A Cliff-Dive by MRB Partners - The Macro Research Board
- Mitigating Concentration Risk Across Regions And Sectors by MRB Partners - The Macro Research Board
- Les anticipations d’inflation s’effondrent en zone euro, malgré le bug allemand by Richesflores Research
- U.S. Growth Stocks: Mounting Risks To The Rally by MRB Partners - The Macro Research Board
- S&P 500 Earnings Must Jump Over A Higher Bar In Q2 by MRB Partners - The Macro Research Board
- June 2023 CPI Report: Consistent Shocks to Consumers’ Wallet by ARM Securities Limited
- Post MPC Meeting Report - Hawkish MPC Tightens the Asymmetric Corridor by ARM Securities Limited
- PMI, l’Europe droit dans le mur by Richesflores Research
- La Fed beaucoup plus faucon qu’envisagé. Un bien mauvais présage pour la croissance by Richesflores Research