海外研报
筛选
China: June money and credit data below expectations
June’s money and credit data all came in below expectations. The total socialfinancing (TSF) flows fell notably from May to June, primarily on slowed government
海外研报
2024年07月15日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.
海外研报
2024年07月17日
Weekly Rail Carload Snapshot — Week 28
Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.
海外研报
2024年07月17日
Asia Open - Mind the unwind, from USDJPY to US stocks
Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报
2024年07月19日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
海外研报
2024年07月22日
Global Macro Commentary
Global cyber outage creates broad-based disruption; USTscheapen absent major economic catalysts; CAD weakensintraday following soft retail sales; JGB curve twist flattens aftersoft CPl;
海外研报
2024年07月22日
