海外研报
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The US consumer-should we be worried?
Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
海外研报
2024年07月11日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月12日
Sticky inflation is coming unglued
The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
海外研报
2024年07月12日
Europe Non Research Other
All about the US inflation print this alernoon and i willtake my lead from there. The market feels as though it wanls to embrace alower USD and if the print is sot (rounding will also be important today)
海外研报
2024年07月12日
What will the pound do, this summer?
On a quiet day for markets, the RBNZ announced a ‘dovish hold’ with rates staying at 5.5% while the central bank’s guidance implied that it is only a matter of time before they are cut. Read
海外研报
2024年07月12日
This material should be regarded as a marketing communication
Despite a less benign start of the year, confidence on the disinflation theme has been restored after the last few prints came in soft. For today, consensus is for a 0.1%MoM increase in headline and a 0.2%MoM increase
海外研报
2024年07月12日
Top 25 Tactical Trades for Earnings Season
We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility
海外研报
2024年07月12日
Global Data Watch
industry PMI and US employment report—and overall, they send a constructive signal bolstering soft-landing hope. The June PMI unwound much of its May
海外研报
2024年07月08日
DMP: En Route to August
The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in
海外研报
2024年07月08日
Sunday Start | What's Next in Global Macro Labour at Dawn
The incoming Labour government will inherit a UK economy that, by many measures, has underperformed sharply. Since 2010, the UK has grown ~10% less
海外研报
2024年07月08日
