海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Some relief, however the risks still remain

The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报

Economics Focus：Summer revision course

This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
海外研报

TAIEX -1% despite a 3% rebound in TSMC, amid declines across non-defensive

Performance: MSCI/All Taiwan +0.6%/-0.9% this week,outperforming MXAPJ by +1.5% (in US$), with gains in
海外研报

US Economic Perspectives CPI preview comment

We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
海外研报

UK—July Inflation and June Labour Market Preview

BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
海外研报

Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
海外研报

MONETARY POLICY MATTERS, BUT GROWTH MATTERS MORE

Macro Drivers: Despite the soft payroll numbers, a US recession remains unlikely ◼ Multi Asset: Fed cuts are only good for risk assets when a recession does not follow
海外研报

How Deep Will The Recession Be?

According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报

Is Gold A Good Place To Hide?

Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
海外研报

European equities: Q2 2024 earnings season recap

Cautious guidance: Current market volatility is due to a combination of factors in a poorliquidity month and cautious corporate guidance. We continue to recommend a defensivestance and buying into high-quality companies that have derated.
海外研报