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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. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
weighed down by continued weakness in North Asian markets & Global Cyclicals
MXAPJ lost 0.8%, dragged down by Philippines, Taiwan andKorea (-2% each), while Thailand, Australia, and Indonesia
海外研报
2024年08月05日
Change in Fed call: Three 25bp cuts this year
With this morning's weaker-than-expected labor market report,we now expect the FOMC to cut rates by 25bp three times this
海外研报
2024年08月05日
Daily and weekly indicators for the US economy
Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
substantial foreign outflows continued in Tech
Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
海外研报
2024年08月05日
July FOMC meeting: Not quite there yet
Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
海外研报
2024年08月05日
Global Credit Trader The growth scare comes for credit too
An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
海外研报
2024年08月05日
