海外研报
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China: weaker consumption looms over GDP recovery
The weak Q2 GDP (4.7% y/y) suggests the official target of 5% for 2024 is not a done deal. As H2 2023 constituted 53% of the annual GDP in 2023,
海外研报
2024年07月16日
Global Views: Why Wait?
1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
海外研报
2024年07月16日
Healthcare Pulse: Strap-In... Investor sentiment; market color; sector themes; charts to watch
We’re now headed into what could be a volatile tradingperiod in the weeks ahead marked by a confluence of
海外研报
2024年07月16日
Equity Strategy
While the S&P500 was powered again this year by Mag-7, the cqual weightedindex -SPW, is up a more modest 6%, having peaked in March., Likewise,SXSE has also peaked in March - top chart. Indeed, the historical spreadbetween the performance ofS&P500
海外研报
2024年07月16日
Supply chain stresses coming back: Container freight rates at over half of Covid peaks
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed
海外研报
2024年07月16日
USA: UMichigan Sentiment and Inflation Expectations Edge Down in Preliminary July Report
BOTTOM LINE: The University of Michigan’s index of consumer sentiment declinedin the July preliminary report, below consensus expectations for a slight increase.
海外研报
2024年07月16日
Weekend Cross-Asset Dislocations (20-Jul-2024)
remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a
海外研报
2024年07月22日
Economics Focus
On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.
海外研报
2024年07月08日
Click “here” to listen to the Europe Morning Call.
Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
海外研报
2024年07月17日
