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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Taiwan and Philippines markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors, Info
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Global Macro Watch Known Unknowns 7 – 12 July

US CPI should be another confidence builderWe expect the June CPI report to be another confidence builder following the undeniably
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Cooling growth = cooling inflation

Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
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Assessing France’s Indecisive Election

Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
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Global Markets Daily: French Elections: OATs Not Out Of the Woods

The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
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This week in Japan (8 July)

The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will
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Tech Diffusion: Navigating AI Oversupply

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the
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Never (OK, rarely) short a dull market

Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
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"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
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"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报