海外研报
筛选
ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support
growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
海外研报
2024年07月19日
IndiaPulse: Towards more inclusive growth
We forecast USDINR at 82.80 and IGB 10-year bond yields at 6.80% by the end of the fiscal year, together with a shallow RBI rate cut cycle of 50bps starting 1Q2025 (calendar year).
海外研报
2024年07月19日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)
We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
海外研报
2024年07月20日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
海外研报
2024年07月22日
The retail impulse into US equities has been globa!
We mentioned several times in our publication the big role US retail investorshave been playing over the past year in propagating the US equity market. Thebullishness ofUS retail investors has been manifesting across several metrics.In een
海外研报
2024年07月22日
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
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
海外研报
2024年07月18日
