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A Question of Pace

With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报

substantial foreign outflows continued in Tech

Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
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July FOMC meeting: Not quite there yet

Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
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Global Credit Trader The growth scare comes for credit too

An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
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New CEO announced, production outlook held, higher FCF use expected for FY; Buy

Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
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Earnings Tracker: Mixed season, but stock misses heavily penalised

Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
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WBD & PARA Credit: Another 'Spin' on Our Cautious Views

Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
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Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary

Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
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Global Rates Trader From “If and When?” to “How Much?

This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
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How Weak Is the Consumer?

Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报