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US Weekly Prospects

The soft landing story has been gaining inereasing credibilityin recent weeks. lfanything, some of the growth data hadbcen suggesting activity was slowing more than would bedesirable.
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Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3

Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
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USA: Powell Notes Added Confidence from Second Quarter Inflation Progress

BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but
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US Economics  |  US Economic Data

Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
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Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July

How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
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India budget, Korea GDP and 20-day exports, and MAS meeting

Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
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Thematic Research

Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
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Weekly Warm-up: What Does Falling Inflation Mean for Stocks?

What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
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Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
海外研报