海外研报

US Economic Weekly Slow and steady, not fast and furious

Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was

Global Economic Outlook & Strategy

CITI'S TAKEThe global economy looks likely to register annual growth of 2.4% in 2024only a modest slowdown from last year's pace as Hi data have broadlysurprised to the upside.in recent weeks, however,

Collective obliviousness?

Just two weeks have passed since the sharp deterioration in the US employment report sparked a

DeskTalk - Ready for Powell at Jackson Hole

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

Large foreign buying in Taiwan this week

Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,

The Global Impact of Higher US Tariffs (Briggs/Kodnani)

Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is

Global Market Views: Summer Turbulence En Route to a Soft Landing

1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of

G10 Cuts Broaden as Data Stabilize

Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust

TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall

Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities

Cross Asset StrategyAfter the dust has settled

With volatility ealming down, investors are tempied by various degrees to re-enler variousmomentum and carry trades,. In the sbsence ofa calalyst, vols willlikely go lower and risk