海外研报

Prime Insights & Analytics Prime Services Weekly Report July 5, 2024 Friday 6/28 – Thursday 7/4

The GS Equity Fundamental L/S Performance Estimate2 rose +0.35% between 6/28 and 7/4 (vs MSCI World TR +1.37%), driven by beta of +0.67%

FX View AUD/JPY is back in fashion

The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects

DMP: En Route to August

The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in

Global Data Watch

industry PMI and US employment report—and overall, they send a constructive signal bolstering soft-landing hope. The June PMI unwound much of its May

Supply and Cash Flow Monitors

Risk analysis may be conducted at the financial instruments level. Among the information normally used to define the risks, are (1) publications produced

Economics Focus

On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.

MS--工党获胜