海外研报

DOLLAR WEBINAR QUESTIONS ANSWERED

inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,

Mapletree Industrial Trust

R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,

BoJ to hike amid escalating inflation pressures

Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.

SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)

While earnings are off to a strong start – 78% beating an already high “hurdle” and 2Q24 EPS estimates revised higher to +10.2% – mega cap tech results

An unlikely source of mid-weekvolatility

Financial markets had a volatile day on Wednesday, with Treasuries performingpoorly. There were various factors to point to for the volatility(weak Eurozone PMlsdovish Dudleyarticle, soft5yauction), butoneunlikely source ofthis volatility mighthave

GOAL Kickstart Summer data-only update

This research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public information that we consider reliable, but we do not represent it is accurate or

Commodities Technical Advantage Oil’s Bermuda triangle is nearing an end

View: Oil’s Bermuda triangle is nearing an endOil prices have been trading in a narrowing range, or a triangle pattern, for over a year

US Daily: Some Encouraging News on Shelter Inflation (Walker)

The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR

The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback

In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has