海外研报
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Robust headline growth with underlying weakness
Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
海外研报
2024年08月08日
How Market Moves Could Affect the Economy and the Fed
Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
海外研报
2024年08月08日
The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best
This Month’s OverviewMain Points 1
海外研报
2024年08月08日
Earnings-day volatility at 14-year highs
We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
海外研报
2024年08月08日
Eye on Freight: Tracking Trucker Employment
Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
海外研报
2024年08月09日
Industrial Production Declined Further in June
Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%
海外研报
2024年08月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
2Q24 Earnings Update: Return of the Macro
2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y
海外研报
2024年08月09日
Global Macro Thoughts And just like that, the narrative changes completely
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年08月09日
Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response
Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would
海外研报
2024年08月09日
