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Thailand: structurally weaker balance of payments dynamics

The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报

This is Non-Independent Research

The June US CPI report provided another piece of evidence that the disinflation theme has resumed in the US and provided another boost to the Fed’s doves. Headline fell 0.1%MoM, driven by softer core CPI number
海外研报

Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments

(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
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MACRO TRENDS CHARTBOOOK

With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
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Firm Industrial Production in May Driven by Construction and Utilities

Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
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The Fed’s increased room for manoeuvre

On the face of it, Friday’s US payroll data was not that dramatic. But it led to a moderate pickup in Federal Reserve easing expectations which were further increased by today’s lower-than-expected CPI inflation data.
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GS Equity Radar

European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
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Prefer US to China exposure

side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
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EM Weekly Fund Flows Monitor

The EM Asia region saw buying of US$1.7bn this week,led by A-shares (+US$2.2bn) and Korea (+US$1.4bn).
海外研报

China commodity trade data: June 2024

China’s commodity imports were broadly higher despite the weak macroeconomic outlook. Restocking remained a feature amid energy security
海外研报