海外研报

Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)

Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year

GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?

Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron

Thailand – Headwinds to potential growth

Economic data was mixed in the region this week. In China, weaker-than-expected inflation prints in June underscored the still-weak demand momentum. Meanwhile, in

June JSDA Trading Volume of Over-the-Counter Bonds

CLEAR SIGNS OF BEARISHNESS ON SUPER-LONG JGBSJSDA Trading Volume of Over-the-Counter Bonds data for June were indicative of most

Global equities gained 0.1%; Japan outperformed

Macro data this weekUS: The ISM manufacturing index on Monday, the JOLTS jobopenings report on Tuesday, and the employment report on