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Housing recovery continues, driven by low supply.
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together
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2024年07月18日
UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services
BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
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2024年07月18日
DBS Equity Picks
TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
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2024年07月18日
Asia FX Talk BI to stand pat
Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
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2024年07月18日
ROE outlook outperforms peers
commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
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2024年07月18日
Global Hedge Fund Industry Monthly Update
Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
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2024年07月18日
Consumption and income growth slowed; consumer confidence deteriorated
n Spending: Chinese household consumption growth measured in year-over-yearterms slowed notably to 5.0% yoy in Q2 2024 from 8.3% yoy in Q1. On a
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2024年07月18日
IS TRUMP UNSTOPPABLE?
With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
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2024年07月18日
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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2024年07月18日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
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2024年07月18日
