海外研报
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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
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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
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
2024年07月08日
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
海外研报
2024年07月09日
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
海外研报
2024年07月09日
Asia-Pacific Weekly Kickstart
equities have underperformed the global index since2011. The key factor explaining the region’s
海外研报
2024年07月15日
