海外研报

USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.

Hong Kong: Retail sales fell further in May

On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales

Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This

Weekly commentary

Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.

Targeting turnaround of Zeekr in FY24

Geely Automobile Holdings Limited (Geely), through its subsidiaries, manufactures and sellsautomobiles and related components under the Geely and Lynk brands. To broaden its new energy