海外研报
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Global equities lost 0.9%; Japan underperformed
Macro data this weekUS: The JOLTS job openings report on Tuesday, the ISMmanufacturing index on Thursday, and the employment
海外研报
2024年07月30日
European Contextual Diary The Week Ahead
Anheuser-Busch InBev (Buy, PT €72) to report H1 2024 Results on 1 AugustWe forecast +2.9% Q2 organic revenue (-0.6% volume and +3.5% price/mix) vs Visible
海外研报
2024年07月30日
US Treasury August QRA preview
We expect the Treasury to keep coupon auction sizes stable at the August quarterly refunding announcement (QRA) on 31 July. The refunding coupon sizes
海外研报
2024年07月30日
Mapletree Logistics Trust
Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
海外研报
2024年07月30日
Yen facing cross-currents
The monetary policy convergence story is real - DB changed its Fed call to 3 cuts(previously 1) this year after the CPl print. While the Fed repricing over the comingyearortwo hasn't been huge (eg, 1y1yis still comfortably above thelows
海外研报
2024年07月30日
