ResearchPool

Rethinking recovery value in €HY: Total return : flat over the past month, with $BBs underperforming mostly on the back of higher USD rates. Primary market : Quiet in August for €HY but active in $ with more than $10bn deals being priced, 2 third of… dlvr.it/SvfLlZ

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 26 JULIO AL 31 AGOSTO 2023 (ANÁLISIS BANCO SABADELL): Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa BNP, Pernod Ricard, Safran, SAP y Vinci Sin cambios esta semana. Cartera Modelo España… dlvr.it/SvfJ7Z

Short comment Norway: House prices fell 0.6% MOM in August: Short comment Norway: House prices fell 0.6% MOM in August (2 pages) [...] dlvr.it/SvfFlH

PSA Today 5 Sep: Closing above 33,000 / MSFTs Starfield / Shin-Etsu chem, Oki Electric and GaN / Considering Ampere / Construction machinery / Invoice software – Nikkei 225 +0.30% | ¥$146.94: Main Points • Tokyo closes above 33,000 on tech share buying,… dlvr.it/Svf9Lr

Economic uncertainty is high, affecting the euro zone and China, but not the United States: Today, economic uncertainty is high, and this is due to uncertainty over: Trade policies and trade levels; Energy prices; Inflation and monetary policies;… dlvr.it/Svf2ts

L’incertitude économique est élevée, ce qui affecte la zone euro et la Chine, mais pas les États-Unis: L’incertitude économique est aujourd’hui élevée, cette incertitude forte venant : de l’incertitude sur les politiques commerciales et sur le niveau des… dlvr.it/Svf0n5

$ASML #ASML Holding NV ... ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/05/2023: ... [...] dlvr.it/SvdtGr

$AZA #Avanza Bank Holding AB ... Northern Lights: [...] dlvr.it/SvdkYn

Philippines: Crucial 3 could drive renewed acceleration of inflation: August inflation surges to 5.3%YoY from 4.7% in previous month [...] dlvr.it/SvdSVQ

The Commodities Feed: Oil spreads strengthen: Sentiment in the oil market remains constructive. Price direction in the immediate term will be dictated by what Saudi Arabia and Russia decide to do with their supply cuts [...] dlvr.it/SvdKxt

What you might have missed in August?: H1 23 Results and credit rating changes have broadly confirmed our recommendations. SBB remains the center of attention. [...] dlvr.it/Svd3vd

ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we… dlvr.it/SvcS5Z

ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we… dlvr.it/SvcPtX

ECB rate hiking cycle: investors are too complacent and overly optimistic: Although we believe that the ECB completed its rate hike cycle in July , with a pause at 3.75% for the deposit facility rate at the next Governing Council meeting in September, we… dlvr.it/SvcMSP

Is there still a savings glut or is the world heading towards a savings shortfall?: The problem is that we do not see the levels of the global savings rate and investment rate ex ante , before the equilibrium is achieved, but ex post , after the… dlvr.it/SvcMS8

Y a-t-il toujours excès d’épargne ou bien le Monde se dirige-t-il vers une situation d’insuffisance d’épargne ?: Le problème est qu’on n’observe pas les niveaux du taux d’épargne et du taux d’investissement du Monde ex ante, avant réalisation de… dlvr.it/SvcMRs

Peut-on faire partir l’analyse macroéconomique des contraintes de la transition énergétique ?: La transition énergétique va imposer une hausse très importante de l’investissement (de production et de stockage d’énergies renouvelables, de décarbonation de… dlvr.it/Svc5Z9

VISIÓN TÁCTICA DE LOS MERCADOS 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL): VISIÓN TÁCTICA DE LOS MERCADOS 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL) [...] dlvr.it/Svbp5m

PSA Today Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31: PSA Today Japan Market Comment by Pelham Smithers, William… dlvr.it/Svbdl1

Flash Hebdo du 28 août au 01 septembre 2023: Commentaire du Marché Marché des Actions La Bourse Régionale des Valeurs Mobilières clôture la semaine de cotation en hausse. En effet, l’indice BRVM Composite a perdu 1,55% à 210,89 points. Quant aux deux… dlvr.it/SvbdjR