海外研报

Emerging Markets mid-year 2024 outlook

Macro focus: At the start of this year, we had expected building drags from aslowing China and the 2021-23 global hiking cycle to pull down the EM complex.Yet, EMs defied expectations in H1 2024, buoyed by the resiliency in the consumer.

USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.

Hong Kong: Retail sales fell further in May

On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales