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Unicredit

Unicredit
External broker reports(aggregated public sources)

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
30 May 2024 19:19Broker

Chart of the Week - Higher tariffs on Chinese EVs? The EU (consumer) perspective

The deadline to inform EV exporters of preliminary findings and whether the EU tariffs will be imposed expires on 5 June, with the deadline to...

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bullishMacroeconomics
24 May 2024 18:50Broker

Data Comment - Eurozone PMIs Signal Gradual Recovery and Easing Price Pressure

The eurozone composite PMI for May rose to 52.3 from 51.7, the highest level since May last year. The improvement reflects a steady pace of...

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bullishMacroeconomics
17 May 2024 04:43Broker

Data Comment - US: April CPI Report Brings Relief for the Fed, but Not yet Enough Confidence

The US CPI report for April brought some relief for the Fed. Headline consumer inflation decelerated to 0.3% mom from 0.4% mom, with the yoy rate...

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bearishMacroeconomics
15 May 2024 19:07Broker

EEMEA Macro Flash - Romania: The NBR Postpones the First Cut, Probably to 5 July

We had expected rate cuts to begin this month, locking in some of the 1pp in easing delivered through excess interbank liquidity, which stood at...

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bullishMacroeconomics
15 May 2024 19:06Broker

EEMEA Macro Flash - Serbia: Inflation Getting Close to the Target Range

The inflation momentum edged up but remained in the 3.0-4.5% range it has been in since September 2023, with some monthly volatility, indicating...

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