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Global Macro Commentary

Global cyber outage creates broad-based disruption; USTscheapen absent major economic catalysts; CAD weakensintraday following soft retail sales; JGB curve twist flattens aftersoft CPl;

海外研报 2024年07月22日

Weekly Wrap & Catalyst Calendar

Weekly Research Wrap• Alts: Learnings from Earnings: Read-Throughs from the Banks, 7/17/24. We track commentaryon M&A, IPOs and other capital markets activity, all of which are important for the alts. The

海外研报 2024年07月22日

BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)

President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given

海外研报 2024年07月23日

Equity Strategy

Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections

海外研报 2024年07月23日

USD: Trump vs Powell vs Trump

Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,

海外研报 2024年07月05日

Commodity mid-year 2024 outlook

Global commodities: With global economic growth cooling (not collapsing), we believe the leg lower on commodities since mid-May is only temporary. To put this

海外研报 2024年07月05日

DB CoTD: Into the top 10...

*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf

海外研报 2024年07月18日