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Global FX Weekly The weak USD policy

G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
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Weekly spending update through July 13

Key takeaways• Total card spending per HH was down 1.6% y/y in the week ending Jul 13, according to BAC aggregated credit & debit card data.
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China Online Travel Sector

China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
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China: FX outflows accelerated in June

Our preferred FX flow measure shows larger FX outflows of US$69bn in June 2024,vs. US$32bn outflows in May. The current account channel showed faster outflows
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Gold’s unwavering bull market

Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well
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Commodity Tracker: mixed signals

Mobility indicators are showing strong seasonal demand. Jet fuel remains a bright spot for oil demand. However, China’s oil demand data is yet to improve. Imports fell 2.3% in the first half of this year, and refinery run rates remain low.
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DBS Stock Equity Picks

18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
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Energy, Utilities & Mining Pulse: Investors Asking: Of the Stocks that Lagged in 1H,

What is a stock that was a 1H laggard, where we see the potential for thisto be a 2H leader — and why? Cheniere Energy (LNG) lagged 1H24 (+2% vs
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Europe Weekly Kickstart The Impact of Trade Policy Uncertainty on Capex Beneficiaries

The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
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Global Credit Trader The rotation has yet to reach CCCs

Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
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