海外研报
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The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
Macro Credit Views: Trust in carry (Karoui)
Carry remains our baseline view. Valuation constraints continue to loom large inmost segments of credit markets, greatly limiting the scope for upside convexity
海外研报
2024年07月19日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
海外研报
2024年07月22日
Know When to Fold ‘Em?
Former President Trump is no longer the “presumptive” nominee and is now the official nominee. J.D. Vance is his official running mate. While the Republican ticket has been finalized
海外研报
2024年07月22日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
Mexico: Firm Broad-Based May Sequential Real Activity Expansion (Ramos)
Bottom Line: Real activity recorded a 0.75% mom sa variation in May, firmer thanexpectations for a milder 0.55% mom sa increase and more than offsetting the April
海外研报
2024年07月23日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
Emerging Market Focus
The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
海外研报
2024年07月16日
