海外研报
筛选
apan: rise in Nikkei due more to power of reflation than economic quality improvement
The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报
2024年07月25日
European Week Ahead: August 5 - August 11
08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
海外研报
2024年08月06日
Interest Rates Daily
Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics. Having front-loaded
海外研报
2024年08月10日
Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing
Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
海外研报
2024年08月14日
Global Market Views: Summer Turbulence En Route to a Soft Landing
1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of
海外研报
2024年08月18日
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月26日
Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?
On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
海外研报
2024年09月05日
august-2024-preliminary-hedge-fund-performance-report
Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.
海外研报
2024年09月13日
