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Market Intelligence: US Morning Update

Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报

Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing

Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
海外研报

THE EUROZONE ECONOMIC MONITOR

Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
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Russia: Inflation rises to 9.1% due to utility increases as expected

Bottom Line: Rosstat published its estimate for July inflation and in line withconsensus and our estimates it was reported at 9.1% yoy. While this was a sharp
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Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened

Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
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Economics Focus：Summer revision course

This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
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TAIEX -1% despite a 3% rebound in TSMC, amid declines across non-defensive

Performance: MSCI/All Taiwan +0.6%/-0.9% this week,outperforming MXAPJ by +1.5% (in US$), with gains in
海外研报

US Economic Perspectives CPI preview comment

We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
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UK—July Inflation and June Labour Market Preview

BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
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Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
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