海外研报
筛选
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
10-year GBs above 1% is dampeningapanese demand for US Treasuries
Unless otherwise noted, information included herein is presented as of the dates indicated.Apollo GlobaManagement, inc. (together with its subsidiaries, "Apollo") makes no representation or warranty, expressed olimplied, with respect to the accuracy,
海外研报
2024年07月05日
Three investment lessons for the second halfUBS House View - Daily US
Thought of the dayGlobal equities started the second half of 2024 on a positive note. The S&P500 edged up 0.3% to stand just 0.2% beneath the all-time closing highstruck on 18 June. The index is
海外研报
2024年07月05日
Powell Deftly Opens the Door for Rate Cuts, but Doesn't Appear Ready to Step Through It
Fed Chair Powell made a subtle shift in his stance on monetary policy today, speaking before the Economic Club ofWashington DC. He made it abundantly clear that he did not want to send a signal about any particular meeting coming
海外研报
2024年07月17日
Equity Strategy
SPW, an equal weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a
海外研报
2024年07月05日
Consumption Tax Not The Needof the Hour, Stimulus ls.
Recent government statements do not suggest any sense of urgency: Theconsumption tax was not mentioned in the annual fiscal auditing reportreleased on june 25, which discussed
海外研报
2024年07月05日
Boeing announces deal to acquire Spirit AeroSystems
Boeing announced a definitive agreement to acquire Spirit AeroSystems (SPR) in anall-stock transaction. BA expects the transaction to provide long-term value through
海外研报
2024年07月04日
The W&W Indicator falls to marginally bullish in Jun
Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun
海外研报
2024年07月04日
