海外研报
筛选
Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain
Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in
海外研报
2024年07月04日
The W&W Indicator falls to marginally bullish in Jun
Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun
海外研报
2024年07月04日
What is needed for Japanese stocks to regain momentum?
Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,
海外研报
2024年07月01日
Seeking Certainty Amid Change
We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection
海外研报
2024年07月01日
