海外研报
筛选
China: weaker consumption looms over GDP recovery
The weak Q2 GDP (4.7% y/y) suggests the official target of 5% for 2024 is not a done deal. As H2 2023 constituted 53% of the annual GDP in 2023,
海外研报
2024年07月16日
Emerging Market Focus
The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
海外研报
2024年07月16日
USD hit by more “good data”
FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary
海外研报
2024年07月16日
Weekly Warm-up: What Does Falling Inflation Mean for Stocks?
What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
海外研报
2024年07月16日
China: Uncertain economic environment overshadows the party plenum
China’s GDP growth slowed down to 4.7% in Q2. Growth relies much onfixed asset investment in manufacturing and infrastructure while consumerconfidence remains low and the downturn in the housing market continues.
海外研报
2024年07月16日
Trump shooting, China Q2 GDP to sway market mood
Market HighlightsThe US dollar fell 1.7% this month, respecting seasonality pattern, which has been reinforced by more dovish market expectations for Fed rate cuts. Markets are now
海外研报
2024年07月16日
Mizuho China Weekly Outlook
China’s Q2 GDP growth disappointed, rising 4.7% YoY, compared to market expectations of 5.0% and Q1’s 5.3%. This slowdown was primarily driven by final consumption, which contributed 3.0ppt to headline
海外研报
2024年07月16日
Global Fixed Income Views
A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
海外研报
2024年07月16日
Global Asset Allocation Views
The data reaffirm our base case view of moderating growth and cooling inflation.• This environment supports a risk-on tilt in portfolios, with overweights to equity and credit.
海外研报
2024年07月16日
Outlook for public and private markets
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
海外研报
2024年07月16日
