海外研报
筛选
August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated
Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
海外研报
2024年09月06日
Global Strategy Weekly
We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
海外研报
2024年09月06日
Acronyms, acrimony, and anagrams--Global Daily
Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the
海外研报
2024年09月06日
ECB HAWKS TRYING TO MANAGE CUT EXPECTATIONS
Headline HICP at 2.2%, softer wages, worsening EA growth and stalling new hiring finally overshadow concerns about service inflation – a September cut is coming
海外研报
2024年09月06日
VOLATILE MARKETS FAVOUR EM CREDIT
EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many
海外研报
2024年09月06日
AN ECONOMIST’S GUIDE TO NVIDIA
It is a sad state of affairs (for economists, anyway) when the latest earnings report from asingle stock name is a much bigger deal than the US CPI or non-farm payrolls. But tha
海外研报
2024年09月06日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
海外研报
2024年09月06日
FOREIGN INVESTORS SKIP A HIGH GROWTH STORY
Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII
海外研报
2024年09月06日
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
