海外研报

How concerning are the macro data?

Market concerns building over US data…The rapid market moves in recent days have had many catalysts, from moves in

Hungary: Headline Inflation Rises Above MNB Target

Bottom Line: Headline inflation rose from +3.7%yoy in June to +4.1%yoy in July,slightly above consensus expectations (+4.0%), the MNB’s forecast (+3.9%yoy) and

India stock rally falters over taxhike plan, governance doubts

HIONA SHIRAIWA and RYOSUKE HANADA, Nikkei staff writersAugust 9,2024 03:54 JSTTOKYO/MUMBAl -- Indian equities are losing ground this month as thegovernment moves to cool

Hawkish policy statement raises food inflation concerns

The RBI MPC voted 4:2 to keep the policy repo rate unchanged at 6.50% at theAugust meeting, and retained the policy stance of “withdrawal of

Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized

We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8.2024

OVERNIGHT BRIEFUS/EU trade: European Equities were higher (SXXP +1.5%, $X5E +2%). Almost all D1 baskatsrallied over +iz today as mean revarsion picked up momantum from the open after

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying

Retail Radar Who bought the dip today?

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Retail participants were aggressive net sellers today, with much of the

US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024

and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-

Market Intelligence: US Morning Update

Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended