海外研报

Market Intelligence: US Morning Update

Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of

Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start

Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of

UK—July Inflation and June Labour Market Preview

BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in

Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time

Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing

Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by

Economics Focus:Summer revision course

This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly

US Economic Perspectives CPI preview comment

We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a

Follow The Flow Nonstop inflows into credit

Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong

THE EUROZONE ECONOMIC MONITOR

Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.