海外研报

Uneven Upside Surprise In Eurozone Q2 Growth

Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),

THE EUROZONE ECONOMIC MONITOR

German manufacturing output rebounded modestly in June, but likely fell back in July.

July 2024 Hedge Fund Recap

HFs able to post small gains despite heightened market volatility / LS de-grossing in July

Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,

USA: Core Durable Goods Orders Roughly in Line With Expectations

BOTTOM LINE: Durable goods orders increased 9.9% in July, above expectationsand reflecting a large increase in new aircraft orders. Core capital goods orders

Euro Area—Three Drivers of Services Inflation

Services inflation remains in focus in the Euro area because progress withdisinflation has so far been more gradual than anticipated this year. We therefore

GS--Taiwan equities declined 3-4% amid significant foreign selling

Performance: MSCI/All Taiwan -3.4%/-3.6% this week,underperforming MXAPJ by -1.6% (in US$), with Energy

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,