海外研报
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10-year GBs above 1% is dampeningapanese demand for US Treasuries
Unless otherwise noted, information included herein is presented as of the dates indicated.Apollo GlobaManagement, inc. (together with its subsidiaries, "Apollo") makes no representation or warranty, expressed olimplied, with respect to the accuracy,
海外研报
2024年07月05日
2024 Mid-Year Global Economic Outlook
H24 outcomes have aligned with our top-down views. Global growth hascooled to a still solid 2.4%ar and is less dependent on a US demand engineNotably, the Western Europe recovery
海外研报
2024年07月05日
This week in Japan (8 July)
The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will
海外研报
2024年07月09日
ROE outlook outperforms peers
commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
海外研报
2024年07月18日
As they extend & pretend, we defend
The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
海外研报
2024年07月18日
2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance
Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
海外研报
2024年07月22日
The Pulse of the Market Thoughts on Sentiment, Earnings, Rotation, and the US Election
In a NutshellThe big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March.
海外研报
2024年07月23日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
Emerging Market Focus
The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
海外研报
2024年07月16日
