海外研报
筛选
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
海外研报
2024年07月09日
Weaker Dollar with Softer US CPI
The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报
2024年07月15日
Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes
Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
海外研报
2024年07月15日
Thailand – Headwinds to potential growth
Economic data was mixed in the region this week. In China, weaker-than-expected inflation prints in June underscored the still-weak demand momentum. Meanwhile, in
海外研报
2024年07月15日
IAM-751 Strike Sanction Vote Next Week
Boeing’s International Association of Machinists & Aerospace Workers (IAM) District 751will be holding their “Strike Sanction Vote” next week on July 17th. The IAM 751
海外研报
2024年07月15日
EM Weekly Fund Flows Monitor
The EM Asia region saw buying of US$1.7bn this week,led by A-shares (+US$2.2bn) and Korea (+US$1.4bn).
海外研报
2024年07月15日
Prefer US to China exposure
side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
海外研报
2024年07月15日
The Fed’s increased room for manoeuvre
On the face of it, Friday’s US payroll data was not that dramatic. But it led to a moderate pickup in Federal Reserve easing expectations which were further increased by today’s lower-than-expected CPI inflation data.
海外研报
2024年07月15日
