海外研报
筛选
Economics Focus
On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.
海外研报
2024年07月08日
DMP: En Route to August
The june iteration of the Decision Maker Panel survey supports our call for anAugust cut. Wage expectations and perceived pricing power are softening, andrealised inflation took a decent step lower in
海外研报
2024年07月08日
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
Prime Insights & Analytics Prime Services Weekly Report July 5, 2024 Friday 6/28 – Thursday 7/4
The GS Equity Fundamental L/S Performance Estimate2 rose +0.35% between 6/28 and 7/4 (vs MSCI World TR +1.37%), driven by beta of +0.67%
海外研报
2024年07月08日
FX View AUD/JPY is back in fashion
The two most-watched US economic surprise indices, published by Bloomberg and Citi, are showing a steady downward trend – i.e., a lot of negative surprises in the data. This clearly affects
海外研报
2024年07月08日
China Gas Holdings Ltd
A major gas distributor with the largest exposure in rural areas. A China Gas is one of the major gasdistributors in China with a market share of around 7% in 2022 in terms of gas sales volume.
海外研报
2024年07月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Philippines markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月09日
Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
海外研报
2024年07月09日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
This week in Japan (8 July)
The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will
海外研报
2024年07月09日
