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What will the pound do, this summer?

On a quiet day for markets, the RBNZ announced a ‘dovish hold’ with rates staying at 5.5% while the central bank’s guidance implied that it is only a matter of time before they are cut. Read
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This material should be regarded as a marketing communication

Despite a less benign start of the year, confidence on the disinflation theme has been restored after the last few prints came in soft. For today, consensus is for a 0.1%MoM increase in headline and a 0.2%MoM increase
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Weaker Dollar with Softer US CPI

The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
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Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes

Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
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Thailand – Headwinds to potential growth

Economic data was mixed in the region this week. In China, weaker-than-expected inflation prints in June underscored the still-weak demand momentum. Meanwhile, in
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Weekly automotive pit stop

We believe that the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
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IAM-751 Strike Sanction Vote Next Week

Boeing’s International Association of Machinists & Aerospace Workers (IAM) District 751will be holding their “Strike Sanction Vote” next week on July 17th. The IAM 751
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JPY – thoughts on suspected MoF intervention

The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
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China commodity trade data: June 2024

China’s commodity imports were broadly higher despite the weak macroeconomic outlook. Restocking remained a feature amid energy security
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EM Weekly Fund Flows Monitor

The EM Asia region saw buying of US$1.7bn this week,led by A-shares (+US$2.2bn) and Korea (+US$1.4bn).
海外研报