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Trump shooting, China Q2 GDP to sway market mood

Market HighlightsThe US dollar fell 1.7% this month, respecting seasonality pattern, which has been reinforced by more dovish market expectations for Fed rate cuts. Markets are now
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China: Uncertain economic environment overshadows the party plenum

China’s GDP growth slowed down to 4.7% in Q2. Growth relies much onfixed asset investment in manufacturing and infrastructure while consumerconfidence remains low and the downturn in the housing market continues.
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Weekly Warm-up: What Does Falling Inflation Mean for Stocks?

What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
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Global Economics Weekly

Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
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Summer Stalemates

A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
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Taking shelter from inflation

Weekly Viewpoint: Taking shelter from inflationA downside surprise to June CPI inflation, driven by softer shelter, should increase the Fed’s confidence that inflation is converging to target. That said, rate cuts are not just
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Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
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Path to goldilocks: Own cyclicals

Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
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Emerging Market Focus

The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
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