海外研报
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Taiwan: July Inflation Inches Up on Food Prices, As Expected
Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below
海外研报
2024年08月07日
US Equity Views Reflections on the recent selloff
The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial
海外研报
2024年08月07日
VIX spike: ETP effect declines following an 8 point move in VIX futures
Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there
海外研报
2024年08月07日
FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
海外研报
2024年08月08日
ROTATION, RESET OR BOTH?
The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of
海外研报
2024年08月08日
