海外研报
筛选
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.5%, $X5E -1.2%, V2X +0.7pts) with AEX(-1.8%) and UKX (0.3%) the best and worst regions. Tech (-4.5%, -3.6z) fell mostly because ofSemis
海外研报
2024年07月20日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)
We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
海外研报
2024年07月20日
China: FX outflows accelerated in June
Our preferred FX flow measure shows larger FX outflows of US$69bn in June 2024,vs. US$32bn outflows in May. The current account channel showed faster outflows
海外研报
2024年07月20日
Global Economics Wrap-Up: July 19, 2024
The case for Fed rate cuts strengthens as elections loom: o US economic data softened further in June: § Trimmed-mean PCE inflation has returned to 2% on a 3-month
海外研报
2024年07月20日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
DBS Stock Equity Picks
18 Jul - Singapore Telecom: Remove from Blue Chips at SGD3.02 We lock in gains for the stock as we see limited upside following the stellar run-up over the past 1-2
海外研报
2024年07月20日
Australian Macro Weekly
We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
海外研报
2024年07月20日
Global Economic Weekly Bridging the gaps
Global Letter: Bridging the gapsWith markets now pricing more than two Fed cuts this year, and while acknowledging
海外研报
2024年07月20日
Global Credit Trader The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
