海外研报
筛选
US Elections & the MexicoChina Bridge vs. Buffer Debate
Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports
海外研报
2024年07月29日
WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01日
US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024
and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
海外研报
2024年08月09日
Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada
Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor
海外研报
2024年08月21日
Tariffs and the quest for new markets to drive ODI
China’s latest balance of payments (BOP) data shows that its net direct investmentoutflows (outward minus inward FDI) have picked up very quickly to a historical high.
海外研报
2024年08月24日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
海外研报
2024年08月28日
The Global Point Friday, 30 August 2024
Bharti Hexacom (BHAX.NS) - Initiate at Buy: Attractive Midcap Telco with Strong Growth Outlook
海外研报
2024年08月31日
MS - Sunday Start - Constructive outlook turning hazy_20240908
The August US nonfarm payrolls report came in softer than we expected, but not by enough to change our baseline view on the Fed—especially because recent spending
海外研报
2024年09月09日
MS--The worst thing to happen to cats since dogs
The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.
海外研报
2024年09月12日
