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Market Analysis Comment Bullish broadening and rotation
2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
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2024年07月25日
Is the front end fairly priced?
Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
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2024年07月25日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financ ial advice nor financial advice about any product or service; (b) provided for information only;
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2024年07月25日
Emerging Market Weekly Pulse
The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
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2024年07月26日
Frasers Centrepoint Trust
MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
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2024年07月27日
The Flow Show Peak Oligarchy
Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.
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2024年07月27日
growth slowdown, US elections, market concentration
The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic
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2024年07月27日
Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the
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2024年07月29日
Fed set to hold again in July, but inching closer to cuts
A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
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2024年07月29日
Mapletree Industrial Trust
R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
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2024年07月30日
