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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
海外研报

ADP Employment Below Expectations

BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
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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
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US Weekly Kickstart

The S&P 500 index reached a new all-time high of 4894 on January 25th while the 10-year Treasury yield has risen by 27 bp YTD to 4.2%. Many
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Macro & Strategy

In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
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learer Path to Achieving Long-Term Growth Targets

We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报

Short long summer

Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
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Google Ad Tech Vs. DoJ (Round Two)

The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
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The Harris Bounce--US special 01

With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
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Upgrade to Overweight

Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
海外研报