海外研报

Industrial Production Declined Further in June

Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ

2Q24 Earnings Update: Return of the Macro

2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y

Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response

Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would

Behind the Movement to Turn Back the Clock onGender Roles

Husbands who head the household and go to work to provide for their family. Wives whoseprimary roles are homemaker and mother.

High Inflation Print in July Driven by Higher Electricity Tariffs and Cyberday Sales Price Rebound

Bottom Line: Consumer prices increased by a high 0.7% mom in July, slightlyabove consensus expectations for a 0.6% mom increase. Under the new CPI

European Banks How Far Can Banks Fall?

CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a

Global/European Equity Strategy Market Correction: What’s Next?

CITI'S TAKE Furious rotations have given way to a broad-based stock market correction. The markets now seem to believe that high rates and strong growth cannot

Coca-Cola raises €lbn to help pay potential tax charges

Coca-Cola is selling ibn of new debt that it may use to help pay potential chargesarising from a decade-long dispute with US tax authorities, in which the companycould owe $16bn.

Don’t throw away a nest egg!

As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to