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Australian Macro Weekly

We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
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Global Economic Weekly Bridging the gaps

Global Letter: Bridging the gapsWith markets now pricing more than two Fed cuts this year, and while acknowledging
海外研报

Global Credit Trader The rotation has yet to reach CCCs

Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
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China Online Travel Sector

China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
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Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?

The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
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The Flow Show 100% + 75% = peak 68%

Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
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USD long-term fair value falters in Q124

The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &
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Weekly Theme: Jun oil & gas demand; refined products exports stable MoM

China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
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US Weekly Kickstart

Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
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Global Strategy Weekly-Are we on the brink of another Nasdaq crash?

The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To
海外研报