海外研报
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Sustainable equity inflows, driven by W. Europe
Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable
海外研报
2024年08月31日
Hidden messages of Jackson Hole 2024
At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
海外研报
2024年08月31日
Hong Kong: Retail sales fell in July
On a month-over-month basis (seasonally adjusted), Hong Kong retail sales declinedin July (-2.0% in value terms, -2.3% in volume terms). Sales value declined
海外研报
2024年08月31日
Core CPI Both Accelerate Above Market Forecast on Weak Yen Effects
BOTTOM LINE: The Tokyo new core CPI (excludes fresh food and energy) came in at+1.6% yoy in August, marking an acceleration of +0.1 pp from +1.5% in July, and
海外研报
2024年08月31日
Monetary mechanics and Indonesia
If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August
海外研报
2024年08月31日
Trade Close: Close Options Recommendation on AFRM
We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their
海外研报
2024年08月31日
we prefer Europe and the UK despite Japan structurally getting better
For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
海外研报
2024年08月31日
UK Weekly Kickstart 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,
海外研报
2024年08月31日
What happened to the term premium?
The term premium is one of the most important parameters for investment andfunding decisions, but nobody knows its size. Our revised approach reduces
海外研报
2024年08月31日
JULY INCOME DATA UNDERSCORE FED'S DILEMMA -- MARKET OVERPLAYING PACE OF CUTS
Somehow or another, despite 800,000 fewer on the payrolls than originally reported, the economy starts Q2 on adecided upbeat. The July personal income data do, however, point up a more important issue for the Fed to balance
海外研报
2024年09月02日
