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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.5% today. Indonesia and Korea markets outperformed,while China and Hong Kong markets underperformed. Within MXAPJ sectors, Info
海外研报

Australian Economic Insight

Australian Economic Outlook: revised forecasts Our broad outlook remains that real household disposable incomes will get a
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Our forecast for BoJ's next hike frontloaded to January

We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
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Loans To China's Real Economy Contracts For First TimeIn Two Decades

Aggregate financing missed expectations, growing CNY 0.8bn to CNY 18.9bn in July on a YTD basis. Newloans grew CNY
海外研报

Should You Buy The Dip?

e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
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BofA on USA Payback, not a slowdown

We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
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Mixed 2Q24 results: lower crop yields, but higher rice prices and buybacks

2024 yields revised down as harvesting advancesAdecoagro reported 2Q24 results. Although we believe quarterly earnings for
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BofA Securities Equity Client Flow Trends Buying the dip

• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five
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Buyer's markets-Global Daily

US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
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Latest Thoughts Ahead of Kazatomprom (KAP) Production Guidance

In this note, we update estimates for Cameco Corporation (CCJ, Buy) following2Q24 results. While the quarter came in below GS and Street estimates, we note
海外研报