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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
海外研报
2024年07月16日
Taking shelter from inflation
Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just
海外研报
2024年07月16日
Global Economics Weekly
Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
海外研报
2024年07月16日
US Autos & Industrial Tech
Motor Intelligence believes 2024 US SAAR is tracking to the mid to high 15 mnrange with much of the growth coming from the retail segment. The
海外研报
2024年07月16日
Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
Europe Weekly Focus
The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
海外研报
2024年07月16日
Global Views: Why Wait?
1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
海外研报
2024年07月16日
Narrow breadth could persist
Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
海外研报
2024年07月16日
DeskTalk - Macro whispers of Trump 2.0 trades
US Treasuries are opening lower after a holiday in Tokyo. 2s10s curve is bull steepening though the move is likelyto be contained ahead of Fed Chair Powell's interview today. That said, our rates strategists think momentum, weak
海外研报
2024年07月16日
Supply chain stresses coming back: Container freight rates at over half of Covid peaks
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed
海外研报
2024年07月16日
