海外研报

2024 US Elections – An Early Guide

With Election Day 334 days away, it's likely much will change re: the drivers of the outcome & their market impact.

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