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Firm Industrial Production in May Driven by Construction and Utilities
Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
海外研报
2024年07月15日
USD: when good news is bad news
The USD has been able to hold up steady overnight, having already recouped most of the ground initially lost due to the US CPI miss yesterday. Despite being among
海外研报
2024年07月15日
Key levels to watch: 4% rates & 50 on PMI
Economics: A goldilocks economyLast week, retail sales and industrial production surprised to the upside, dispelling fears
海外研报
2024年07月23日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月18日
DBS Equity Picks
TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
海外研报
2024年07月18日
Mizuho Daily Currency Watch
Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
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2024年07月18日
EM Equities and US tariff risks: The usual suspects
Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we
海外研报
2024年07月16日
