海外研报
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ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support
growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
海外研报
2024年07月19日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and India markets outperformed, whileThailand and Australia markets underperformed. Within MXAPJ sectors, Materialsand Real Estate led while Cons Disc and Health Care lagged. MSCI Japan rose 0.5%today.
海外研报
2024年07月04日
MACRO TRENDS CHARTBOOOK
With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
海外研报
2024年07月15日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
海外研报
2024年07月23日
USD: feeling green
The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报
2024年07月23日
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
海外研报
2024年07月16日
DeskTalk - Macro whispers of Trump 2.0 trades
US Treasuries are opening lower after a holiday in Tokyo. 2s10s curve is bull steepening though the move is likelyto be contained ahead of Fed Chair Powell's interview today. That said, our rates strategists think momentum, weak
海外研报
2024年07月16日
SAUDI KEY TO TRUMP OIL TRADE
Talk of ‘Trump trades’ has become more fashionable than ever since last weekend’s failed assassination attempt on the Republican nominee – but most such talk is inconclusive. The
海外研报
2024年07月22日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
海外研报
2024年07月22日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
海外研报
2024年07月22日
