海外研报
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US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
海外研报
2024年07月11日
US CPI in focus, while BOK, BNM to stand pat
With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
海外研报
2024年07月12日
Asia-Pacific Weekly Kickstart
equities have underperformed the global index since2011. The key factor explaining the region’s
海外研报
2024年07月15日
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).
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2024年07月15日
Charting the course to higher Gross Margins; Raise PT to NT$1200
We believe that TSMC is now firmly on course to improving GMs in the next few years, with GMs troughing out at 53% in the most recent downcycle and plenty of
海外研报
2024年07月19日
Emerging Market Weekly Pulse
The week started with pressure on EMs after the assassination attempt on former US President Donald Trump. Meanwhile, though Fed Chair Jerome
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2024年07月19日
DBS Stock Equity Picks
18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
海外研报
2024年07月20日
Prefer US to China exposure
side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
海外研报
2024年07月15日
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
2024年07月15日
Interest Rates Daily
June CPI surprised to the downside, solidly below expectations for both headline and core measures. Headline fell -0.1% MoM (consensus +0.1%), slightly down
海外研报
2024年07月15日
