海外研报

Market Analysis Comment Bullish broadening and rotation

2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish

Hong Kong: PMI rose in July

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) rose to 49.5 in July from 48.2 in June. Among

“When the facts change…”: follow-up on the Fed

In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US