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Mapletree Logistics Trust
Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
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2024年07月30日
It's positioning, stupid!
US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
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2024年08月10日
Core CPI expected to have firmed in July
We look for firming in July core CPI inflation to 0.21% m/m SA,from an unusually soft 0.06% reading in June. We expect a
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2024年08月14日
July FOMC minutes highlightedlabor market risks
The minutes to the July 30-31 FOMC meeting (which occurred just before therelease ofthe weak Julylaborreport)skewed dovish and showeda committee morefocused on labor market risks than the possibility of a renewed jump in inflationeven if
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2024年08月22日
Chile: IMF Extends Two-Year Flexible Credit Line for US$13.8bn
The International Monetary Fund (IMF) approved a SDR10.5bn (US$13.8bn) FlexibleCredit Line (FCL) for Chile. This facility replaces a prior FCL arrangement approved
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2024年08月29日
The EM Trader When the Fed Cuts
EM fixed income outperforms through August volatility. EM fixed income n(and EM local rates in particular) has been able to outperform through a volatile
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2024年09月05日
MS--Morgan Stanley Global Macro Forum
= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
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2024年09月10日
FX Fair Value Update
The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the
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2024年09月13日
SocGen_Asia Equity Strategy 4Q24 Outlook – Don t chase returns in the late cycle_20240917
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
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2024年09月19日
GS--VIVE Focus Vision launch supporting 4Q24 recovery; immersive and low-latency VR/MR experiences
New VR headset launched: HTC launched a new headset model, VIVE Focus Visionin Sep 2024 (link), priced at US$999, equipped with an immersive display, dual color
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2024年09月23日
