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Global Macro Commentary

Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
海外研报

NVDA Thermal Issues?

I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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DB CoTD: The greatest rotation...

Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
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The return of the rest?

In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
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CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
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Housing deflating, demographics deteriorating, and exports slowing

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
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Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.
海外研报