海外研报

Asia Macro Weekly

Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the

We need it like a Jackson Hole in the headGlobal Daily

Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -

The Structured Credit Trader No end to amend and extend

n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.

Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy

We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In