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Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报

Nomura Quant Insights

Risk of a downside attack on the Nikkei 225 by systematic investorsSemiconductor stocks worldwide took a beating yesterday. It looks as though worries over
海外研报

Relative value models and analysis

Mean Rvt Rank is based on an autocorrelation statistic on spline spreads over the past month. 100 means the spread is highly mean reverting relative to others, and vice versa.
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Strengthening its Position as Industry Leader

TSM is the world’s leading semiconductor foundry company. The company provides wafer manufacturing, wafer probing, assembly and testing, mask production and design services.
海外研报

United Airlines Holdings Inc

United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines
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Global Strategy Weekly-Are we on the brink of another Nasdaq crash?

The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To
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Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)

We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
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Third Plenum points to more support

China concluded its Third Plenum meeting for long-term economic plans, and thecommunique possibly signaled more stimulus to support the economy, while
海外研报

with Defensives outperforming Info Tech & Internet sectors

MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报

Australian Macro Weekly

We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
海外研报