海外研报
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Sunday Start | What's Next in Global Macro Derivative Thinking
All attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We
海外研报
2024年08月19日
Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain
Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in
海外研报
2024年07月04日
Overseas market to drive sales and margins
A . BYD, the global leader in the NEV industry,should continue to deliver decent volume sales growth of 20-25% y-o-y in FY24. The huge scaleallows BYD to remain a price setter, especially after it rolled out products at ASP of
海外研报
2024年07月05日
China: O&A on the third plenum
WVhy is the third plenum getting so muchmnarKetatentlolThe Chinese economy is facing myriad headwinds. Some are cyclical, some are deep-seated structural problemswhich can only be addressed by structural reforms.
海外研报
2024年07月05日
Monthly aircraft delivery tracker: June looking better sequentially
Our aircraft delivery tracker, based on Planespotters data, suggests Boeing istracking to 43 deliveries for June, including 34 737 MAX, 3 787s and 6 other. Of the34 MAX deliveries we estimate 26 were new production deliveries,
海外研报
2024年07月05日
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
10-year GBs above 1% is dampeningapanese demand for US Treasuries
Unless otherwise noted, information included herein is presented as of the dates indicated.Apollo GlobaManagement, inc. (together with its subsidiaries, "Apollo") makes no representation or warranty, expressed olimplied, with respect to the accuracy,
海外研报
2024年07月05日
Equity Strategy
SPW, an equal weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a
海外研报
2024年07月05日
