海外研报
筛选
Not everyone gets a medal
Amid an equity sell-off, US economic data may show soft spotsbut remain solid overall. Meanwhile, signals out of Europe and
海外研报
2024年07月29日
Baby Pool Closed for “Maintenance”
Anyone who ever got that notice from a town or community pool knows exactly what happened. It feels like some of that has gone on in our markets of late, ensuring that this is an “adult swim.” For
海外研报
2024年07月29日
Weak momentum persisted in North Asian markets amid significant foreign outflows
MXAPJ lost 1.9%, dragged down by Taiwan, Korea, Chinaand Hong Kong (down 2-4%), while India (+2%) and
海外研报
2024年07月29日
Shifting HK IG to Neutral; Now Prefer Malaysia A Corp
Another week that saw spreads move within a narrowrange.
海外研报
2024年07月29日
A bumpy road into the unknown, an elegy
The unprecedented developments surrounding the US general elections have dominated the headlines as the outcome will largely define the US economic, fiscal and
海外研报
2024年07月29日
