海外研报
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This is Non-Independent Research
The June US CPI report provided another piece of evidence that the disinflation theme has resumed in the US and provided another boost to the Fed’s doves. Headline fell 0.1%MoM, driven by softer core CPI number
海外研报
2024年07月15日
Interest Rates Daily
June CPI surprised to the downside, solidly below expectations for both headline and core measures. Headline fell -0.1% MoM (consensus +0.1%), slightly down
海外研报
2024年07月15日
Thematic Research
Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
海外研报
2024年07月16日
Quarterly Market Review
The economic momentum of the first quarter of 2024 continued into the second, and the last three months were another positive period for equity markets. Initially, investors aggressively
海外研报
2024年07月16日
Americas Construction: Building Products: AHAM Read-Throughs
2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing
海外研报
2024年07月19日
India budget, Korea GDP and 20-day exports, and MAS meeting
Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
海外研报
2024年07月20日
USD: are FX markets complacent?
Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
海外研报
2024年07月10日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
海外研报
2024年07月11日
US CPI in focus, while BOK, BNM to stand pat
With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
海外研报
2024年07月12日
