海外研报

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

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.

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

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