海外研报
筛选
Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)
With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
海外研报
2024年07月26日
Retail Sales: Just Keep Spending
Retail sales in July well exceeded expectations. The beat in retail sales was broad-based and showed that consumption remains solid,
海外研报
2024年08月19日
2024 Global Retail Conference
Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
海外研报
2024年09月06日
