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The storm before the calm?

sectors had wow down moves of less than -2%. Moreover,Real Estate actually finished the week in positive territory.
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Investor Allocations

Marginal decline in price momentum; fund inflows remain strongAmid a somewhat a dovish tone in the July FOMC meeting, which laid thegroundwork for possible rate cuts in September and beyond, globalequities (FTSE All World) ended the month
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Global Rates ldeas EM & DM

We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
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Global bond flows compass

Weekly foreign outflows from local debt in Mexico, HungaryT¼rkiye, and South Africa; inflows into Korea, India, Thailan?and
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GEMs Equity Wrap-up July 2024

In July 2024, EM equities underperformed all other major regional indices, though allwere in positive territory, india contributed most positively, distantly followed by SouthAfrica, but it was majory offset by the negative performance of Taiwan
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European and US Credit:Weekly ChartpackAn overview of credit markets

Credit spreads widened notably towards the end of last week in the wake of weaker thanexpected US labour market numbers, a theme that we previously highlighted in our H2outlook (H2 outlook- borowed time, 4 June 2024). Our base case
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DM Sovereign Supply Outlook

This week, the US Treasury will auction a new 3Y T.Note.10Y T.Note and 30Y T.Bond
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Europe Weekly Kickstart Deep summertime blues

Global equities stand 6% below their mid-July peak.Most equity markets saw a correction, triggered by weaker
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All EM Asian markets saw foreign selling this week, led by A-shares and

EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
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EM FX portfolio update: exiting COP and PHP underweights

We have exited our COP positions and PHP underweight positions (at USD/COP reference spot of 4047.55 and USD/PHP 57.29 respectively),
海外研报