海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 30

Total traffic results for US Class I rails under coverage imply carload growthat +6.2% YoY in week 30, an acceleration versus -0.7% YoY in week 29.

Mapletree Industrial Trust

R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a

Global Fixed incomeWeekly

Similarly to USD, front-end HICPxT pricing is broadly in line with our economistsforecasts on the 1y with some slight upside over the coming months. 10y HICPcurrentlytrades slightly cheap compared to our macro model (~10bps). The 5s10sHlCP curve

Fed set to hold again in July, but inching closer to cuts

A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.

Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?

Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the

Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With

The Flow Show Peak Oligarchy

Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.

End of Week Market Intelligence: topsy...

... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is

growth slowdown, US elections, market concentration

The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic

Rotational correction tests gap support

Rotation is the lifeblood of a bull marketOnly Technology and Communication Services beat the S&P 500 (SPX) over the first six