海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Philippines marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJsectors, Cons Stap and Energy led while Info Tech and Industrials lagged. MSCI
海外研报
2024年07月19日
Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain
Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in
海外研报
2024年07月04日
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
10-year GBs above 1% is dampeningapanese demand for US Treasuries
Unless otherwise noted, information included herein is presented as of the dates indicated.Apollo GlobaManagement, inc. (together with its subsidiaries, "Apollo") makes no representation or warranty, expressed olimplied, with respect to the accuracy,
海外研报
2024年07月05日
Three investment lessons for the second halfUBS House View - Daily US
Thought of the dayGlobal equities started the second half of 2024 on a positive note. The S&P500 edged up 0.3% to stand just 0.2% beneath the all-time closing highstruck on 18 June. The index is
海外研报
2024年07月05日
Global Fixed Income Markets Weekly
• Summary performance statistics for trades closed in 2022-2024• Covering Europe, UK, Scandinavia, Japan and Australia/New Zealand trades
海外研报
2024年07月19日
Asia Open - Mind the unwind, from USDJPY to US stocks
Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报
2024年07月19日
China: O&A on the third plenum
WVhy is the third plenum getting so muchmnarKetatentlolThe Chinese economy is facing myriad headwinds. Some are cyclical, some are deep-seated structural problemswhich can only be addressed by structural reforms.
海外研报
2024年07月05日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月19日
Liquid Insight G10 growth convergence and FX
Key takeaways• Q4-to-Q4 consensus GDP forecasts see US growth converging lower to G10. USD has +55% corr to US-World growth diff since 1974.
海外研报
2024年07月19日
