HEW: Pushback to Inconsistent Pricing
Resilient activity data does not align with tight policy rates, suggesting deep cuts may not be necessary. Despite the resilience and loosening...
208 Views
# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans
Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.
315 Views
Brookfield/Grifols: Update & Recap, Spread, Discount
Bloomberg reported that Brookfield (BN CN) is seeking bank backing for up to €9.5 billion in debt to facilitate a potential take-private...
326 Views
No Alarm From Global Cycle
Broad increases in the flash services PMIs reinforced the signal that global activity remains resilient enough not to require forceful monetary...
211 Views
EA Inflation is Awkwardly Strong
The final EA inflation print broadly confirmed the flash release’s surprise rise to 2.58% in July, with services only slowing to 4%. Median rates...
141 Views