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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.3% today. Hong Kong and Philippines marketsoutperformed, while Indonesia and Taiwan markets underperformed. Within MXAPJ
海外研报
2024年08月23日
South Korea Insight-Bank of Korea: on the cusp of a pivot
Although the Bank of Korea (BoK) today unanimously decided to keep its policy rate unchanged at 3.50%, its forward guidance has turned more
海外研报
2024年08月23日
Multiple levers for margin recovery heading into the F2Q print
Remain confident in the story despite stock pull back Dell will report its F2Q results on Aug 29th. We continue to believe that the fundamentals
海外研报
2024年08月23日
World at a Glance Looking to autumn
Key forecasts in FX, rates and commoditiesAfter recent macro volatility, our Economics team expects a 25bp rate cut from the Fed
海外研报
2024年08月23日
The Point for Europe Thursday, 22 August 2024
European Steel - Spot margin trough behind, volume tailwind needs to sustainOne of the key positives from Q2’24 results is the slight uptick in steel shipments
海外研报
2024年08月23日
The Point for North America Thursday, 22 August 2024
US MedTech - 2Q24 Recap: Another Wild RideIf we thought that the 1Q24 was a season of volatility the 2Q24 surpassed it, by a
海外研报
2024年08月23日
Volatility fire sale over with commodities wellpositioned for Fed rate cuts next month
Global commodities: Navigating commodities in micro and macro cross-currents juxtaposed against thin summer liquidity has been the key theme over recent weeks.
海外研报
2024年08月23日
Europe: August Flash PMIs — Persistent Strength in the UK, Olympics Boost in the Euro Area
BOTTOM LINE: The Euro area composite flash PMI increased by 1.1pt to 51.2, aboveour expectations and consensus. The acceleration in the composite index was driven
海外研报
2024年08月23日
Ferrous Tracker: 1% of Steel Mills Profitable; Recovery Rally Unsustainable
The 62%Fe iron ore index stood at $97/t today (22nd August), marking a 6%recovery from the 21-month low of $92/t reached last Friday.
海外研报
2024年08月23日
Global Rates Notes: NOK Curve to Steepen vs SEK
n In recent months, the SEK curve has steepened vs G10 peers, and in particularvs NOK. This 2s10s steepening has occurred despite Swedish 10y rates falling vs
海外研报
2024年08月23日
