海外研报
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MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报
2024年08月08日
Macro2Market Views Post the MacroMania
The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
海外研报
2024年08月08日
Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
Market Intelligence: US Morning Update
Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
海外研报
2024年08月09日
Decompression Creates Opportunities in Asia HY
The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
海外研报
2024年08月10日
Food for Thought: Sector Selection for Rate Reduction
Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
海外研报
2024年08月10日
Initial claims see more normalization
Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
海外研报
2024年08月10日
US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10日
Follow The Flow Nonstop inflows into credit
Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
海外研报
2024年08月10日
Global Economic Weekly Unwarranted panic
Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报
2024年08月10日
