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PBOC shifting to short-term rates
Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.
海外研报
2024年07月10日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
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2024年07月10日
BA pleads guilty to criminal fraud. How could this affect BDS in the future?
On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
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2024年07月10日
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
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2024年07月10日
Regional Market Focus ETF in Focus
The ageing global population and rising life expectancy are driving an increase in healthcare spending. Healthcare accounts for over 10% weightage in major global indices
海外研报
2024年07月10日
Charts That Caught My Eye
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年07月10日
GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?
Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
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2024年07月10日
USD: are FX markets complacent?
Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
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2024年07月10日
Powell’s delicate balancing act
Market HighlightsThe Fed sees a two-way risk for its restrictive monetary policy stance. In his semiannual monetary policy testimony to Congress, Fed Chair Powell has acknowledged
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2024年07月11日
US Daily: June CPI Preview (Hill/Walker)
We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We
海外研报
2024年07月11日
