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Emerging Insight Central Asia – FX “anomalies” untangled

Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
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Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)

With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
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Asia-Pacific Inflation Monitor: Further easing in inflation in June

n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.
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Ford Motor Co. (F): 2Q24 First Take

While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
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July HICP preview: another bump in the road

We expect Eurozone headline inflation to rise from 2.5% to 2.6% YoY in July, a very small rebound due to energy, probable noise in clothing
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FOMC: dovish hold to precede September rate cut

We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a
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First Take: AT&T...

Overall a good print. Folks might nitpick the lack of a guidance raise, and longer-term there remain concerns aboutiPhone refresh cycle (and impact on FCF and EBITDA); but both were nicely ahead for now.
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Small/Mid Cap Strategy 5 FAQs we’re fielding on small caps

1) Are small caps still cheap after the rally?On an absolute basis, no – as of yesterday’s close, the Russell 2000 at 15.5x trades slightly above its historical average P/E of 15.2x. But small caps remain cheap vs. large
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US Equities: Selling Triggers

Selling triggers: We highlighted the risk that a downtrend could accelerate selling flows in our earnings hedging piece. That is exactly
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New Construction Grows in June Despite Volatility in Rates

New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.
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