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Catalysts and What Type of Landing?
Inflation seems to be under control (by recent standards), which helped markets. We were a bit surprised how strongly the market reacted to PPI, as it is generally a tier 2 piece of data, and we seem
海外研报
2024年08月19日
The RIC Report Top ten FAQs and some bullish views
Don’t let market noise & politics distract from the shift from a 2% world to a 5% world. Own value in equities, prudent yield in fixed income, and commodities. As we prepare for
海外研报
2024年08月19日
Trend follower bond longs getting stretched, equity closer to neutral for now
CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since
海外研报
2024年08月19日
Global Economics Weekly A change in narrative
As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,
海外研报
2024年08月19日
MXAPJ rebounded 3% as Asian markets generally rallied amid easing US
MXAPJ gained 2.7%, with significant gains in Korea,Singapore, Taiwan, and Philippines (+4-5%), while Thailand,
海外研报
2024年08月19日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月19日
UMichigan Sentiment Above Expectations and Inflation Expectations Unchanged
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the August preliminary report, slightly above consensus expectations
海外研报
2024年08月18日
USA: July Housing Starts Fall Sharply in the South
BOTTOM LINE: Housing starts dropped by 6.8% in July from a downwardly revisedJune level, well below expectations for a smaller decrease. The decline was led by
海外研报
2024年08月18日
European Contextual Diary The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年08月18日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
海外研报
2024年08月18日
