海外研报
筛选
Bank of Korea: preparing for a Q4 pivot
The Bank of Korea’s (BoK) decision to keep its policy rate unchanged at 3.50% was unanimous, but its forward guidance has turned incrementally more dovish as anticipated.
海外研报
2024年07月12日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
USA | Equity Strategy
We updated our Manager Holdings for Long Only investors, and it hadimplications for a number of Hedge Fund portfolios. We updated Uber Crowded,
海外研报
2024年07月12日
Europe Non Research Other
All about the US inflation print this alernoon and i willtake my lead from there. The market feels as though it wanls to embrace alower USD and if the print is sot (rounding will also be important today)
海外研报
2024年07月12日
European Equity Strategy
It's time for stock picking again: Europe's stock level dispersion and equities market breadth are just starting to recover from lows ( Exhibit 2 and Exhibit 6 ) amid recent investor focus on elections,
海外研报
2024年07月12日
China: Not Quite the QE You Expect
The People’s Bank of China (PBoC) has been trying to cap a record-breaking rally in the bond market. Unfavourable rate differentials add to yuan
海外研报
2024年07月12日
American Themes
The market’s perception of Brazil’s fiscal outlook has worsened in recent months after the government proposed a diluted fiscal consolidation plan for 2025-2028 in its draft Budgetary Directives Law in mid-April.
海外研报
2024年07月12日
What will the pound do, this summer?
On a quiet day for markets, the RBNZ announced a ‘dovish hold’ with rates staying at 5.5% while the central bank’s guidance implied that it is only a matter of time before they are cut. Read
海外研报
2024年07月12日
This material should be regarded as a marketing communication
Despite a less benign start of the year, confidence on the disinflation theme has been restored after the last few prints came in soft. For today, consensus is for a 0.1%MoM increase in headline and a 0.2%MoM increase
海外研报
2024年07月12日
Weaker Dollar with Softer US CPI
The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报
2024年07月15日
