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FX View AUD/JPY is back in fashion

The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Taiwan and Philippines markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors, Info
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Global Macro Watch Known Unknowns 7 – 12 July

US CPI should be another confidence builderWe expect the June CPI report to be another confidence builder following the undeniably
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Asia-Pacific Weekly Kickstart

equities have underperformed the global index since2011. The key factor explaining the region’s
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JPY – thoughts on suspected MoF intervention

The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
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30yr yields show muni investors’ bull market conviction

Market has entered an election mode and corrected an unwelcome May/June 2s10s Treasury flattening. Benign June CPI report added support to an ongoing bullish trend
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China commodity trade data: June 2024

China’s commodity imports were broadly higher despite the weak macroeconomic outlook. Restocking remained a feature amid energy security
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GS Equity Radar

European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
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Europe Weekly Kickstart 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 fade
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Thailand: structurally weaker balance of payments dynamics

The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报