海外研报
筛选
Key levels to watch: 4% rates & 50 on PMI
Economics: A goldilocks economyLast week, retail sales and industrial production surprised to the upside, dispelling fears
海外研报
2024年07月23日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
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2024年07月15日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
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2024年07月18日
DBS Equity Picks
TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
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2024年07月18日
Mizuho Daily Currency Watch
Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
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2024年07月18日
EM Equities and US tariff risks: The usual suspects
Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we
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2024年07月16日
Summer Break
n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US
海外研报
2024年07月16日
