海外研报
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Mapletree Logistics Trust
Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
海外研报
2024年07月30日
Yen facing cross-currents
The monetary policy convergence story is real - DB changed its Fed call to 3 cuts(previously 1) this year after the CPl print. While the Fed repricing over the comingyearortwo hasn't been huge (eg, 1y1yis still comfortably above thelows
海外研报
2024年07月30日
A major rotation is underway in global equities
The surprisingly soft US June CPI print has triggered a price surge in highly-levered and beaten-up global small-cap stocks relative to their large-cap counterparts. In our view, this
海外研报
2024年07月29日
Weekend Cross-asset Dislocations (28-Jul-2024)
The July short squeeze has been painful, but the short-squeeze should be short-lived
海外研报
2024年07月29日
US Elections & the MexicoChina Bridge vs. Buffer Debate
Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports
海外研报
2024年07月29日
GS Crypto: Distracted market reaction to US spot ETH ETFs trading debut
Bank of Japan (BOJ) intervention following a softer US CPI on 11th July, was the first time the government was selling into USD weakness (typically the BOJ have
海外研报
2024年07月29日
refer to the views and observations of the desk.
Positioning + Flows .. not much reprieve last week during what has been one of the more dynamic momentum / positioning drawdowns we’ve
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2024年07月29日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年07月29日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
海外研报
2024年07月29日
US Weekly Prospects
Fed on track for September easeAgainst this backdrop, the FOMC meets next week, Despite afew high-profile calls for the Fed to start cutting next week,that does not appear to be in the cards. Rather, we look foreasing
海外研报
2024年07月29日
