海外研报

Doubtful on growth, hopeful on the market

Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the

LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE

Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted

Upswing in earnings ahead

Star Alliance group,Air China has its primary hub in the Beijing capital and boasts a key advantage in global connectivity,commanding a 27% share of China’s total international traffic in 2019. It is the only Chinese network

Land of the rising equities and bond yields — a look at cross-asset moves in Japan

Last week a softer-than-expected CPI print pushed forwardrate cut expectations and prompted one of the largest

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since

Global Fund Manager Survey In Soft We Trust

BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July