海外研报
筛选
Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
海外研报
2024年08月05日
Global Rates Trader From “If and When?” to “How Much?
This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
海外研报
2024年08月05日
1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary
Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
Quicker labour market cooling could mean more aggressive Fed
A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
海外研报
2024年08月05日
US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong
BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and
海外研报
2024年08月06日
Obvious trend damage but breadth improves
• Background macro factors like disposable personal income growth
海外研报
2024年08月06日
Market Intelligence: US Morning Update
Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:
海外研报
2024年08月06日
