海外研报
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China: June money and credit data below expectations
June’s money and credit data all came in below expectations. The total socialfinancing (TSF) flows fell notably from May to June, primarily on slowed government
海外研报
2024年07月15日
30yr yields show muni investors’ bull market conviction
Market has entered an election mode and corrected an unwelcome May/June 2s10s Treasury flattening. Benign June CPI report added support to an ongoing bullish trend
海外研报
2024年07月15日
JPY – thoughts on suspected MoF intervention
The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
海外研报
2024年07月15日
IAM-751 Strike Sanction Vote Next Week
Boeing’s International Association of Machinists & Aerospace Workers (IAM) District 751will be holding their “Strike Sanction Vote” next week on July 17th. The IAM 751
海外研报
2024年07月15日
Weekly automotive pit stop
We believe that the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
海外研报
2024年07月15日
Thailand – Headwinds to potential growth
Economic data was mixed in the region this week. In China, weaker-than-expected inflation prints in June underscored the still-weak demand momentum. Meanwhile, in
海外研报
2024年07月15日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年07月15日
Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes
Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
海外研报
2024年07月15日
Asia-Pacific Weekly Kickstart
equities have underperformed the global index since2011. The key factor explaining the region’s
海外研报
2024年07月15日
Weaker Dollar with Softer US CPI
The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报
2024年07月15日
