海外研报
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Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
Economics Focus：Summer revision course
This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
海外研报
2024年08月10日
TAIEX -1% despite a 3% rebound in TSMC, amid declines across non-defensive
Performance: MSCI/All Taiwan +0.6%/-0.9% this week,outperforming MXAPJ by +1.5% (in US$), with gains in
海外研报
2024年08月10日
US Economic Perspectives CPI preview comment
We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
海外研报
2024年08月10日
UK—July Inflation and June Labour Market Preview
BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
海外研报
2024年08月10日
Ukraine: Inflation Rises Above Mid-Point of Target, As Expected
Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
海外研报
2024年08月10日
