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Budget - Fiscal prudence through reduced capex
The first budget of the newly elected government has chosen to maintain a conservative fiscal approach, despite President-elect Prabowo Subianto suggesting a departure from
海外研报
2024年08月24日
Stronger Asian currencies heading into Powell’s Jackson Hole Speech
Asian FX continued to strengthen against the Dollar this week ahead Powell’s keynote speech in the Jackson Hole Symposium on Friday evening. This week
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2024年08月24日
Taiwan: Broad Declines in IP and Retail Sales in July
Taiwan’s industrial production (IP) fell 3.3% mom sa in July, with the pace of declineaccelerating from -0.6% the previous month. The outcome was in line with
海外研报
2024年08月24日
The ECB's throuple... or trouble?
The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,
海外研报
2024年08月24日
Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月24日
US Weekly Kickstart
This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q
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2024年08月24日
USA: New Home Sales Well Above Expectations; Boosting Q3 GDP Tracking to +2.5%
BOTTOM LINE: New home sales jumped in July, significantly above consensusexpectations for a smaller increase. Following this morning’s data, we boosted our
海外研报
2024年08月24日
USD: a Powell outage
Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
海外研报
2024年08月24日
Week 16 August – 23 August
• European summer finished early this year with cross-border issuance already hitting the market. Apart from
海外研报
2024年08月24日
