海外研报
筛选
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
Sizing the Very Uncertain Increase in Trade Policy Uncertainty (Briggs/Pierdomenico)
US Presidential candidate Donald Trump has signaled that he will likelyimplement significant tariffs if elected, raising risks that a sharp increase in trade
海外研报
2024年07月22日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
海外研报
2024年07月22日
The retail impulse into US equities has been globa!
We mentioned several times in our publication the big role US retail investorshave been playing over the past year in propagating the US equity market. Thebullishness ofUS retail investors has been manifesting across several metrics.In een
海外研报
2024年07月22日
US Weekly Prospects
The soft landing story has been gaining inereasing credibilityin recent weeks. lfanything, some of the growth data hadbcen suggesting activity was slowing more than would bedesirable.
海外研报
2024年07月22日
Microsoft Outage More a CrowdStrike Issue
This morning, MSFT is experiencing a large outage stemmingfrom a faulty software update from CRWD. While theimplications
海外研报
2024年07月22日
Friday Finish – US Economics
Look through the jump in jobless claims as the fallout from Hurricane Beryl and annual auto retooling.
海外研报
2024年07月22日
Curb Your Enthusiasm
At $6.56 trillion, assets under management (AUM) in US money market funds(MMFs) hit another record high last week. Inflows to MMFs have continued even asmarket pricing of policy easing has moved higher -today, the market-
海外研报
2024年07月22日
Likely to Sell 30% of CrownRock to Ecopetrol
In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for
海外研报
2024年07月22日
2Q Review: Sitting in Neutral
Looking through our 1Q Review note before we began writing this 2Q note, we findourselves essentially writing the same opening paragraph: PPG shares finished today -3%
海外研报
2024年07月22日
