海外研报
筛选
Fed, Trump, and rotation trades
Shifting our tactical recommendations to neutral for large versus small and Growth versus Value.
海外研报
2024年07月20日
The Impact of Trade Policy Uncertainty on UK Equity
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
Consumption growth contribution lowered notably in 2Q
Consumption growth contribution to GDP declined in 2QGDP growth softened to 4.7% yoy in 2Q, with consumption, investment and net exports
海外研报
2024年07月20日
Malaysia’sQ2GDP:well-rounded improvement in growth
Malaysia’s Q2 2024 GDP recorded a robust 5.8% y/y growth according to advance estimates released today. Not only did this performance surpass
海外研报
2024年07月20日
Global FX Weekly The weak USD policy
G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
海外研报
2024年07月20日
