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US Weekly Kickstart

Prediction market odds have shifted sharply in favor of a Trump re-election this November and now stand at roughly 60% compared with 40%-50%
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European Contextual Diary The Week Ahead

Danske Bank (Buy, PT DKr244) to report Q2 2024 Results on 19 JulFollowing the recent positive profit warn by Danske, we expect a small reversal in credit
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Interest Rates Daily

June CPI surprised to the downside, solidly below expectations for both headline and core measures. Headline fell -0.1% MoM (consensus +0.1%), slightly down
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Thailand: structurally weaker balance of payments dynamics

The THB has been among the APAC region’s weakest currencies in the year-to-dateand this underperformance is set to continue.
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This is Non-Independent Research

The June US CPI report provided another piece of evidence that the disinflation theme has resumed in the US and provided another boost to the Fed’s doves. Headline fell 0.1%MoM, driven by softer core CPI number
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Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments

(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
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The Fed’s increased room for manoeuvre

On the face of it, Friday’s US payroll data was not that dramatic. But it led to a moderate pickup in Federal Reserve easing expectations which were further increased by today’s lower-than-expected CPI inflation data.
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GS Equity Radar

European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
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Prefer US to China exposure

side, several large companies have reduced their guidancedue to weakness coming from China (L’Oreal lowered its
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EM Weekly Fund Flows Monitor

The EM Asia region saw buying of US$1.7bn this week,led by A-shares (+US$2.2bn) and Korea (+US$1.4bn).
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