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2024 Global Retail Conference

Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
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Catalyst or Culprit?

We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially
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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35

Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.
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September 2024 update: Refreshing Japan & China Ideas

As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,
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CitiFX Wire | Linear Trading

The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
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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
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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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