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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
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Slow Boat from China Implications of Soaring Shipping Costs

At the southern tip of Africa, the warm water from the Indian Ocean meets the cool current coming up from the Antarctic, resulting in stormy weather. When first
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2Q Preview: Screening for Dislocations (SLB), Momentum (AR, CCJ), and Catalysts (WFRD)

Heading into 2Q24 and 2H24, we remain focused on stocking picking versusthematic exposures similar to so far this year, and see three key buckets of
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Tracking Trucker Employment; TL Drivers Exit But More May Be Needed

Long haul trucking lost 1,200 drivers in May, below their pre-COVID seasonalsequential increase of ~2,600 drivers (we note that long haul data lags total
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Bank of Korea: preparing for a Q4 pivot

The Bank of Korea’s (BoK) decision to keep its policy rate unchanged at 3.50% was unanimous, but its forward guidance has turned incrementally more dovish as anticipated.
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and debit cards, was down 0.5% year-over-year (y/y) in June. Card spending per HH was
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Getaways and giveaways

In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
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Investigating scope for Generative AI to drive upside for

Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
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Germany CAI Continues to Underperform Rest of Europe in June

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
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USA | Equity Strategy

We updated our Manager Holdings for Long Only investors, and it hadimplications for a number of Hedge Fund portfolios. We updated Uber Crowded,
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