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Trump shooting, China Q2 GDP to sway market mood

Market HighlightsThe US dollar fell 1.7% this month, respecting seasonality pattern, which has been reinforced by more dovish market expectations for Fed rate cuts. Markets are now
海外研报

Global Economics Weekly

Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
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USD hit by more “good data”

FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary
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Wealth and wellbeing

For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
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Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
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Global Rates Notes: Sufficient Liquidity, Constrained Capacity

Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics.
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Healthcare Pulse: Shifts Now Afoot... Investor sentiment

The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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Strong Quarter Highlights Future Growth Trajectory

Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
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LatAm At A Glance Summer breeze

Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
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Liquid Insight Dutch pension funds, in 10 questions

Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
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