海外研报
筛选
Retail Sales: Just Keep Spending
Retail sales in July well exceeded expectations. The beat in retail sales was broad-based and showed that consumption remains solid,
海外研报
2024年08月19日
Healthcare Pulse: The Backdrop Into August’s Dog Days...
n Alongside all the macro ping-pong of the last severalweeks, the performance trajectory of the HC sector can
海外研报
2024年08月19日
Global FX Trader Rates Exaggerate
Our thoughts on USD, CHF, BRL, IDR, AUD/NZD, THB & Jackson Holen USD: Markets or macro. Investors have been asking whether the wild swings
海外研报
2024年08月19日
Catalysts and What Type of Landing?
Inflation seems to be under control (by recent standards), which helped markets. We were a bit surprised how strongly the market reacted to PPI, as it is generally a tier 2 piece of data, and we seem
海外研报
2024年08月19日
The RIC Report Top ten FAQs and some bullish views
Don’t let market noise & politics distract from the shift from a 2% world to a 5% world. Own value in equities, prudent yield in fixed income, and commodities. As we prepare for
海外研报
2024年08月19日
Trend follower bond longs getting stretched, equity closer to neutral for now
CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since
海外研报
2024年08月19日
MXAPJ rebounded 3% as Asian markets generally rallied amid easing US
MXAPJ gained 2.7%, with significant gains in Korea,Singapore, Taiwan, and Philippines (+4-5%), while Thailand,
海外研报
2024年08月19日
Global Economic Outlook & Strategy
CITI'S TAKEThe global economy looks likely to register annual growth of 2.4% in 2024only a modest slowdown from last year's pace as Hi data have broadlysurprised to the upside.in recent weeks, however,
海外研报
2024年08月18日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
海外研报
2024年08月18日
June Q largely in-line with expectations; Taobao Tmall set for CMR reacceleration
Taobao Tmall online GMV grew high-single-digit % YoYFY1Q25 results came in mixed with revs slightly below Street expectations, including
海外研报
2024年08月18日
