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AI Revolution: A Polymath in Every Pocket
AI bubble? We’re just getting startedThe third major tech cycle of the past 50 years has begun. We wrote in our inaugural AI
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2024年08月14日
Boeing Co. (BA): July aircraft order & delivery report
Boeing reported 72 gross new aircraft orders, 1 outright cancellation, and 1 positiveASC 606 adjustment for the month of July. BA delivered 43 aircraft in the month,
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2024年08月14日
US July CPI preview: Further easing
KEY MESSAGES• We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August).
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2024年08月14日
Core CPI expected to have firmed in July
We look for firming in July core CPI inflation to 0.21% m/m SA,from an unusually soft 0.06% reading in June. We expect a
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2024年08月14日
Back to fundamentals
Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
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2024年08月14日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech
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2024年08月14日
Key learnings from earnings season that support The Future of Utilities Capex
With second quarter earnings season now behind us, we reflect on key learningsthat support The Future of Utilities Capex, our constructive view on Utilities, and our
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2024年08月14日
Week 2 August – 9 August
The risk-off sentiment that characterised the beginning of this week was also felt in XCCY markets. However, looking at the broader picture, XCCY spreads were relatively sheltered. This included USDJPY XCCY, despite
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2024年08月14日
US Pulse: Fed officials view the labour market as healthy
Financial market volatility has eased since the disappointing US nonfarm payrolls (NFP) data for July roiled markets. Better data and Fed speak last
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2024年08月14日
US Week Ahead: August 12 - August 18
Tuesday, August 1306:00 AM NFIB small business optimism, July (consensus 91.5, last 91.5)
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2024年08月14日
