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Weekly sales down by 22% YoY; possible implications from the third plenum
Weekly home sales down by 22% YoYDuring the past week (July 6th to July 12th), primary home sales volume in 32 major cities saw 41% sequential drop (partially attributable to seasonality) and was also down
海外研报
2024年07月20日
Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?
The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
海外研报
2024年07月20日
Malaysia’sQ2GDP:well-rounded improvement in growth
Malaysia’s Q2 2024 GDP recorded a robust 5.8% y/y growth according to advance estimates released today. Not only did this performance surpass
海外研报
2024年07月20日
Shifting narrative and market implications
We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
海外研报
2024年07月22日
The Impact of Trade Policy Uncertainty on UK Equity
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk,
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2024年07月22日
BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)
President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given
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2024年07月23日
Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly
BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied
海外研报
2024年07月23日
Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets
SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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2024年07月24日
Decline in Rates Likely to Support Activity Over Coming Weeks
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月24日
Canada Production Remains Solid, But Risk From Wildfires Grows
Brent crude prices dropped to early June levels as investor sentiment movedtowards bearish pricing of Trump’s presidency risks and as a stronger dollar fueled
海外研报
2024年07月24日
