海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,

US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024

ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-

Central Bank Policy Tracker August 2024

Recent policy changes: DM central banks have continued to cut rates, with23.3% (on a GDP-weighted basis) lowering policy rates over the last three

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk

RBC_The Pulse of the Market Employment Uncertainty Grows, Election uncertainty persists

RBC Capital Markets, LLCLori Calvasina (Head of Global Equity Strategy Research) (212) 618-7634, lori.calvasina@rbccm.com

Will they do 25 or 50

Today's topics: US equities consolidated, bond yields higher // A three-prongedfocus today for the Fed // Size of rate cut, updated Fed forecasts, and Powell’s press

MS_India has displaced China as the largest MSCI EM market_20240917

India has displaced China as the largest MSCI EM market