海外研报

Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET

Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut

Earnings’ First Takes: Man Group | LBTYA

Man Group – PBT beat at 1H – Man Group reported 1H24 results with adj. PBT+13% ahead of consensus driven by beats in core management fee and

Japan Weekly Kickstart Going with the flows

Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: Another risk off session in Europe (SXXP -0,7%, SX5E -1%, V2X +0.9pts, Adv 37%of $XXP) with downbeat earnings reports across sectors and weaker than expected

Market Intelligence: US Morning Update

Click “here” to listen to the US Morning Call.Stocks in Asia were mixed Friday as mainland China and Hong Kong eked out

The politics of a weaker US dollar Weekly - Regional View US

The US dollar has been a strong performer in recent years, appreciating over40% since its cyclical low in 2011 as measured against a basket of currencies

Downside Risk to Prices

We still forecast a $75-90 range for Brent given our base cases of trend-likegrowth in GDP and oil demand (under steady US policies), and OPEC+ market

Olympic truce?

The 2024 Olympic Games open today in Paris, bringing with the sporting events the ancient tradition of the Olympic Truce for the next fortnight or so.

Singapore: A patient MAS bodes well for the SGD outlook

The MAS left its monetary policy setting unchanged in July, as widely expected. There is no change to the slope, width, or level of the S$NEER policy band.

Interest Rates Daily

The short-lived US GDP sell off could not derail easing expectations, but pressure mounts on next week’s releases.  The 2.50% floor for the ECB endpoint should hold,