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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
海外研报

Asia FX heatmap: awaiting the pivot in September

We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
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September 2024 update: Refreshing Japan & China Ideas

As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,
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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35

Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.
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Catalyst or Culprit?

We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially
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2024 Global Retail Conference

Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
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Expect sequential improvement as resilient disposable income is aided by waning

On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
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August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated

Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
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Global Strategy Weekly

We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
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Acronyms, acrimony, and anagrams--Global Daily

Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the
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