海外研报
筛选
MXAPJ closed the week flat, led by rebounds in the Greater China markets
MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
海外研报
2024年08月12日
Labor Market Trumps inflation Right Now (For BondYields)
US producer prices rose by a softer-than-expected 0.1% m/m in July, from 0.2% in June. The core measureremained unchanged, the tamest reading in four months. Notably, the index for final demand services fel0.2% m/m.
海外研报
2024年08月15日
Europe: August Flash PMIs — Persistent Strength in the UK, Olympics Boost in the Euro Area
BOTTOM LINE: The Euro area composite flash PMI increased by 1.1pt to 51.2, aboveour expectations and consensus. The acceleration in the composite index was driven
海外研报
2024年08月23日
Bits & pieces
UnDebtfeatable - The indications are strong that regardless of who wins the US election additional deficits and debt are coming down the pipeline – it’s out of control and can’t be
海外研报
2024年08月27日
FIGHT THE PBOC
Don’t fight the Fed” is a common market adage, but what about the PBoC? China’scentral bank and the CCP state apparatus are arguably a tougher matchup. However,
海外研报
2024年08月30日
China’s demographic challenges
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
海外研报
2024年09月03日
