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Mapletree Industrial Trust
R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
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2024年07月30日
Global FX Trader Too Much Shade on the Carry Trade
n JPY: Carry not so scary. Since the sharp sell-off in USD/JPY that started onFriday and accelerated through Monday alongside broader market volatility, the
海外研报
2024年08月10日
Back to fundamentals
Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
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2024年08月14日
Global Macro Insight
Data releases over the past month have underscored our expectation that the FOMC will start to reduce policy restriction from September (-25bp).
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2024年08月22日
Firmer Consumer and Construction Sector Business Confidence
Bottom Line: Business confidence in the manufacturing sector did not change inAugust; remaining in above-neutral optimistic territory and consolidating the 5.2pt
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2024年08月29日
Outlook for 2H 2024
The AI boom is driving massive investments in GPU clusters, reshaping techinfrastructure and boosting demand for power systems. Meanwhile, software
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2024年09月05日
JPM_US Market Intell Afternoon Briefing
US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
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2024年09月10日
Where are the opportunities in private credit? UBS House View Briefcase
Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,
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2024年09月13日
SocGen -FX Pulse - Weekly FX summary – 16 September 2024
Fed f/c to cut 25bp and update dot-plot on Wednesday. US retail sales and UK CPI on Tuesday. BoE forecast to stand pat on Thursday, BoJ to hold fire on Friday. Brazil CB could mull 25bp hike, PBoC to stay sidelined Wednesday. Turkey
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2024年09月19日
