海外研报
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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
Wealth and wellbeing
For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
海外研报
2024年07月17日
Asia Fund Manager Survey
Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
海外研报
2024年07月17日
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics.
海外研报
2024年07月20日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
LatAm At A Glance Summer breeze
Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
海外研报
2024年07月23日
Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
海外研报
2024年07月23日
Cooling growth = cooling inflation
Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
海外研报
2024年07月09日
Surprise MET Increase for Uranium in Kazakhstan
New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
海外研报
2024年07月11日
