海外研报
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June Q largely in-line with expectations; Taobao Tmall set for CMR reacceleration
Taobao Tmall online GMV grew high-single-digit % YoYFY1Q25 results came in mixed with revs slightly below Street expectations, including
海外研报
2024年08月18日
The Maestros in Jackson Hole
Jackson Hole: “Effectiveness & Transmission of Monetary Policy.” Sep cut signal, size TBD. Rates: buy dip even if marginally hawkish. FX: limited impact.EUR.
海外研报
2024年08月18日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
海外研报
2024年08月18日
Global Economic Outlook & Strategy
CITI'S TAKEThe global economy looks likely to register annual growth of 2.4% in 2024only a modest slowdown from last year's pace as Hi data have broadlysurprised to the upside.in recent weeks, however,
海外研报
2024年08月18日
Collective obliviousness?
Just two weeks have passed since the sharp deterioration in the US employment report sparked a
海外研报
2024年08月18日
DeskTalk - Ready for Powell at Jackson Hole
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年08月18日
Large foreign buying in Taiwan this week
Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
海外研报
2024年08月18日
The Global Impact of Higher US Tariffs (Briggs/Kodnani)
Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is
海外研报
2024年08月18日
Global Market Views: Summer Turbulence En Route to a Soft Landing
1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of
海外研报
2024年08月18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
海外研报
2024年08月18日
