海外研报
筛选
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
We Forecast Core PCE at 0.16% After PPI
We now forecast core PCE inflation for June at 0.16% vs. 0.08%M in May. Headline is forecasted at 0.07% vs. -0.01%M the month prior. We expect the Y/Y
海外研报
2024年07月16日
Breaking the Rules
It’s a general rule that you should avoid saying “This time is different.” So far, though, I have broken that rule in this cycle, because so much of what we are seeing
海外研报
2024年07月16日
