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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月12日
Emerging Markets Asia: June 2024
Asia ex-China’s net portfolio inflows rose to USD10.9bn in June 2024 from USD7.5bn in May. Lower inflation numbers in the US kept the hope of Fed
海外研报
2024年07月12日
US CPI in focus, while BOK, BNM to stand pat
With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
海外研报
2024年07月12日
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
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2024年07月11日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
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2024年07月11日
June US CPI Inflation preview: Further progress
CPI to increase Fed’s confidence on disinflationWe expect the June CPI report to be another confidence builder following the undeniably good May report. We forecast headline CPI rose by 0.1% m/m (0.11% unrounded) owing
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2024年07月11日
USD CPI market preview
Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
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2024年07月11日
DB CoTD: The Kuiper Belt..
The 2024 Institutional Investor (II) Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be
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2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
海外研报
2024年07月11日
