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Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月19日
MXAPJ rebounded 3% as Asian markets generally rallied amid easing US
MXAPJ gained 2.7%, with significant gains in Korea,Singapore, Taiwan, and Philippines (+4-5%), while Thailand,
海外研报
2024年08月19日
Global Economics Weekly A change in narrative
As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,
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2024年08月19日
The RIC Report Top ten FAQs and some bullish views
Don’t let market noise & politics distract from the shift from a 2% world to a 5% world. Own value in equities, prudent yield in fixed income, and commodities. As we prepare for
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2024年08月19日
Catalysts and What Type of Landing?
Inflation seems to be under control (by recent standards), which helped markets. We were a bit surprised how strongly the market reacted to PPI, as it is generally a tier 2 piece of data, and we seem
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2024年08月19日
Cheatsheet - G10 & EM Week Ahead: Summer in the city
It's a quieter data week for G10, markets focused on catalysts such as Jackson Hole (Aug 22-24). Powell is the main event (Fri),
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2024年08月19日
Back Up To Moderately Overweight
After the abrupt cut to underweight last week,our measure ofaggregateequity positioning bounced to turn moderately overweight again (z score0.33, 63rd percentilel, but is still well below the mid-July highs at the top ofthe historical band. Discretionary
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2024年08月19日
G10 Cuts Broaden as Data Stabilize
Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
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2024年08月19日
Healthcare Pulse: The Backdrop Into August’s Dog Days...
n Alongside all the macro ping-pong of the last severalweeks, the performance trajectory of the HC sector can
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2024年08月19日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)
海外研报
2024年08月19日
