海外研报
筛选
Weekly Warm-up: Does TheCycle Matter More Than TheElection Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016.2017, we are more focused on the cadence of the business cycle than on theoutcome of the election, While markets have been digesting the rising oddsof a Trump win, cyclical
海外研报
2024年07月23日
FX View AUD/JPY is back in fashion
The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报
2024年07月08日
Thailand: structurally weaker balance of payments dynamics
The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报
2024年07月15日
US Autos & Industrial Tech
Motor Intelligence believes 2024 US SAAR is tracking to the mid to high 15 mnrange with much of the growth coming from the retail segment. The
海外研报
2024年07月16日
Energy, Utilities & Mining Pulse: Investors Asking: Of the Stocks that Lagged in 1H,
What is a stock that was a 1H laggard, where we see the potential for thisto be a 2H leader — and why? Cheniere Energy (LNG) lagged 1H24 (+2% vs
海外研报
2024年07月20日
