海外研报
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Japan: macro fair value of the Nikkei index
The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
海外研报
2024年08月23日
US MARKET INTELLIGENCE: MACRO WEEK AHEAD
AUG 26- Durable Goods and Cap Goods at 8:30am ET. Dallas Fed Mfg. Activity at10:30am ET.AUG 27 - FHFA House Price index and House Price Purchase Index at 9am ET. Conf.Board Consumer Confidence/Present
海外研报
2024年08月27日
1H24 NI in line, dividend hike despite weakened cash collection; Buy
COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
海外研报
2024年08月30日
Far-right surges in regional elections, but national implications likely limited
Far-right AfD comes first in Thuringia and second in Saxony. Sunday's election results are historic insofar as it is the first time in post-war Germany
海外研报
2024年09月03日
JPM_Credit Calls Tuesday, September 10
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
海外研报
2024年09月11日
