海外研报
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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
JPY – thoughts on suspected MoF intervention
The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
海外研报
2024年07月15日
30yr yields show muni investors’ bull market conviction
Market has entered an election mode and corrected an unwelcome May/June 2s10s Treasury flattening. Benign June CPI report added support to an ongoing bullish trend
海外研报
2024年07月15日
China commodity trade data: June 2024
China’s commodity imports were broadly higher despite the weak macroeconomic outlook. Restocking remained a feature amid energy security
海外研报
2024年07月15日
GS Equity Radar
European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
海外研报
2024年07月15日
Europe Weekly Kickstart The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
Thailand: structurally weaker balance of payments dynamics
The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报
2024年07月15日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
Prepared by Prime Brokerage. In evaluating this material, you should know that it could have been previously provided to other clients and/or internal Goldman Sachs personnel, who could have already acted
海外研报
2024年07月15日
Mizuho China Weekly Outlook
Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about
海外研报
2024年07月10日
