海外研报
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Global Economics Wrap-Up: August 2, 2024
Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
海外研报
2024年08月05日
Quicker labour market cooling could mean more aggressive Fed
A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
海外研报
2024年08月05日
US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
weighed down by continued weakness in North Asian markets & Global Cyclicals
MXAPJ lost 0.8%, dragged down by Philippines, Taiwan andKorea (-2% each), while Thailand, Australia, and Indonesia
海外研报
2024年08月05日
