海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Malaysia markets outperformed, whileChina and Hong Kong markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月29日
Can the PBoC achieve its conflicting goals this time?
Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,
海外研报
2024年08月29日
LONG CARRY, SHORT TREND
Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
海外研报
2024年08月29日
Options positioning ahead of NVDA earnings
The moves in macro assets on NVDA earnings demonstrates the importance ofthe AI theme and NVDA as the most important bellwether in the market. While
海外研报
2024年08月29日
US Strategy: Trading Politics
In November, US voters will decide who controls the White House, Senate and House of Representatives. With the race a
海外研报
2024年08月29日
Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月29日
The unlikely champions of Europe
Financial markets are trading sideways ahead of Nvidia’s earnings release later today and the US PCE data release later in the week. Sentiment was weighed
海外研报
2024年08月29日
The end of the inflation spike
We expect Eurozone headline inflation to decline a bit more in August, to 2.2%. Our take for ex-tobacco is 7bp below what the market prices in.
海外研报
2024年08月29日
If the plan is to sell dollar rallies, it isn’t working.
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
海外研报
2024年08月29日
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月29日
