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Europe Weekly Focus
The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
海外研报
2024年07月16日
USD hit by more “good data”
FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary
海外研报
2024年07月16日
Global Views: Why Wait?
1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
海外研报
2024年07月16日
Gauging Powell’s Confidence
Four central banks will deliver decisions in the wake of Powell’s comments, but none of the ECB, PBOC, BI or
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2024年07月16日
Healthcare Pulse: Strap-In... Investor sentiment; market color; sector themes; charts to watch
We’re now headed into what could be a volatile tradingperiod in the weeks ahead marked by a confluence of
海外研报
2024年07月16日
Equity Strategy
While the S&P500 was powered again this year by Mag-7, the cqual weightedindex -SPW, is up a more modest 6%, having peaked in March., Likewise,SXSE has also peaked in March - top chart. Indeed, the historical spreadbetween the performance ofS&P500
海外研报
2024年07月16日
Supply chain stresses coming back: Container freight rates at over half of Covid peaks
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed
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2024年07月16日
US Autos & Industrial Tech
Motor Intelligence believes 2024 US SAAR is tracking to the mid to high 15 mnrange with much of the growth coming from the retail segment. The
海外研报
2024年07月16日
USA: UMichigan Sentiment and Inflation Expectations Edge Down in Preliminary July Report
BOTTOM LINE: The University of Michigan’s index of consumer sentiment declinedin the July preliminary report, below consensus expectations for a slight increase.
海外研报
2024年07月16日
