海外研报

US Daily: June CPI Preview (Hill/Walker)

We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Indonesia and India markets outperformed, whileThailand and Australia markets underperformed. Within MXAPJ sectors, Materialsand Real Estate led while Cons Disc and Health Care lagged. MSCI Japan rose 0.5%today.

PBOC shifting to short-term rates

Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.