海外研报
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Prefer US to China exposure
side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
海外研报
2024年07月15日
The Fed’s increased room for manoeuvre
On the face of it, Friday’s US payroll data was not that dramatic. But it led to a moderate pickup in Federal Reserve easing expectations which were further increased by today’s lower-than-expected CPI inflation data.
海外研报
2024年07月15日
This is Non-Independent Research
The June US CPI report provided another piece of evidence that the disinflation theme has resumed in the US and provided another boost to the Fed’s doves. Headline fell 0.1%MoM, driven by softer core CPI number
海外研报
2024年07月15日
Thailand: structurally weaker balance of payments dynamics
The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
海外研报
2024年07月15日
Interest Rates Daily
June CPI surprised to the downside, solidly below expectations for both headline and core measures. Headline fell -0.1% MoM (consensus +0.1%), slightly down
海外研报
2024年07月15日
European Contextual Diary The Week Ahead
Danske Bank (Buy, PT DKr244) to report Q2 2024 Results on 19 JulFollowing the recent positive profit warn by Danske, we expect a small reversal in credit
海外研报
2024年07月15日
US Weekly Kickstart
Prediction market odds have shifted sharply in favor of a Trump re-election this November and now stand at roughly 60% compared with 40%-50%
海外研报
2024年07月15日
USD: when good news is bad news
The USD has been able to hold up steady overnight, having already recouped most of the ground initially lost due to the US CPI miss yesterday. Despite being among
海外研报
2024年07月15日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
EM Equities and US tariff risks: The usual suspects
Company revenue exposures may understate sensitivity...Based on theannual CY2023 revenue breakdown of about 1400 MSCI EM companies, we
海外研报
2024年07月16日
